Thank you for requesting your free consultation. We have received your request and will be contacting you shortly to setup a time for our all.

On this free, no-obligation, information only call, here’s what you will learn:

  • What this program is all about
  • How to know if you are at risk
  • Using a U.S. address abroad
  • What to do if your account is closed
  • FATCA rules and what you need to know
  • What kinds of returns your funds could have compared to different options
  • What fees are involved
  • What you need to do to make this happen

I look forward to talking with you.


Guy Baker
Managing Director, Wealth Teams Solutions

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