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Green Peak Advisors

Comprehensive Financial Planning to Safeguard Your Financial Future in Israel

Where do you want to be financially in 20 years in Israel?

At Green Peak Advisors our certified financial planners specialize in financial planning for Olim.

Are you as focused on your financial health as your physical health?

Do you know what your investments abroad and in Israel are doing?

Have you created a roadmap to reaching your financial goals?

We first listen to your needs and then create a holistic financial plan that sets you up for financial success in Israel.

Talk to us about Holistic Financial Planning

Do you know what your money abroad and in Israel are doing?

Do you know what savings, insurance policies and pensions you have? Many people don’t, and they miss the opportunity to plan a secure financial future.

Talk to us about your financial future

Where do you want to be financially in 20 years in Israel?

At Green Peak Advisors our certified financial planners specialize in financial planning for Olim.

Are you as focused on your financial health as your physical health?

Do you know what your investments abroad and in Israel are doing?

Have you created a roadmap to reaching your financial goals?

We first listen to your needs and then create a holistic financial plan that sets you up for financial success in Israel.

Talk to us about creating a tailor-made holistic financial plan to secure your financial future in Israel.

Do you know what your money abroad and in Israel are doing?

Do you know what savings, insurance policies and pensions you have? Many people don’t, and they miss the opportunity to plan a secure financial future.

Talk to us about your financial future

Image of Aahron Frolich Green Peak Advisors - Financial Planning

Meet Aaron.
A Certified Financial Planner

An experienced portfolio manager and licensed Investment Advisor, Aaron Frolich wants to help individuals and families to actualize their dreams through goal-driven financial planning.

As a Certified Financial Planner who understands the local financial landscape, and as an American expatriate who speaks your language, Aaron can guide you and your family toward long-term financial security.

Image of Aahron Frolich Green Peak Advisors - Financial Planning

Meet Aaron.
A Certified Financial Planner

An experienced portfolio manager and licensed Investment Advisor, Aaron Frolich wants to help individuals and families to actualize their dreams through goal-driven financial planning.

As a Certified Financial Planner who understands the local financial landscape, and as an American expatriate who speaks your language, Aaron can guide you and your family toward long-term financial security.

If you are busy and successful, you may be neglecting your finances.

If you don’t read every Hebrew document, you may be paying too much or earning too little.

It’s likely that your finances in Israel and abroad are not fully optimized!

Green Peak Advisors can help you understand where you stand today, and how to plan for a secure financial future.

If you are busy and successful, you may be neglecting your finances.

If you don’t read every Hebrew document, you may be paying too much or earning too little.

It’s likely that your finances in Israel and abroad are not fully optimized!

Green Peak Advisors can help you understand where you stand today, and how to plan for a secure financial future.

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Financial Status Report

We tackle that overwhelming mountain of incomprehensible paperwork that you have been ignoring and produce a neat summary of all your assets in English.

Holistic Financial Planning

We get to know you and then set your family’s short to long-term financial goals in Israel. Through the holistic financial planning we make complex financial matters simple, filter out the noise, and provide you with clear direction for your financial future in Israel.

Investment Management
in Israel

As a one-stop-shop, Green Peak can plan and create high-performing investment portfolios to suit the requirements of Olim in Israel. Our investment management advisory includes tax compliance for Israel, the U.S. as well as other jurisdictions.

Retirement
Planning

You have dreams and aspirations as well as financial commitments. By making the right decisions now, you can provide for a secure and fulfilling retirement.

We tackle that overwhelming mountain of incomprehensible paperwork that you have been ignoring and produce a neat summary of all your assets in English.

I need your help!

We get to know you and then set your family’s short to long-term financial goals in Israel. Through the holistic financial planning we make complex financial matters simple, filter out the noise, and provide you with clear direction for your financial future in Israel.

Let’s do it!

As a one-stop-shop, Green Peak can plan and create high-performing investment portfolios to suit the requirements of Olim in Israel. Our investment management advisory includes tax compliance for Israel, the U.S. as well as other jurisdictions.

I’m interested!

You have dreams and aspirations as well as financial commitments. By making the right decisions now, you can provide for a secure and fulfilling retirement.

Show me how!

“If You Fail to Plan, You
Are Planning to Fail”

BENJAMIN FRANKLIN

Do you have piles of financial paperwork that you don’t fully understand?

Consulting with Green Peak’s financial planning experts could save you serious money, paving the way to a secure retirement and ensuring a better financial future for your family.

Take the first step toward long-term financial security.

Call us now!

Green Peak Advisors Helps Olim Navigate the Israel Financial System

We understand how moving to Israel brings with it certain challenges for Olim. Having made Aliyah over 18 years ago, I understand the frustration that comes from not understanding the language, cultural differences, foreign banking practices, and a different insurance system.

Our goal at Green Peak Advisors is to ease your transition into the country and be your trusted advisor who you can reach out to on any topic that relates to your financial wellness – financial planning, investment advisory, or retirement planning. We want your Aliyah experience to be a positive one and we work to eliminate as much of the undo stress as possible.

Financial Planning for Olim in Israel

At Green Peak Advisors, we aim to help Olim and English-speaking expats navigate the financial planning process. Our methodology both simplifies the overall process and ensures that you reach financial security in Israel. We take you step by step from understanding your entire financial picture to helping you identify your short to long-term goals and then creating an executable financial plan that is customized to your needs in Israel.

Together, we help you implement this plan, and provide you with the knowledge, support, and tools to set yourselves up for financial success. You have the benefit of working with experts who have local Israeli professional knowledge and experience with cross-border financial matters. Green Peak is proud to help its clients have a successful and positive Aliyah experience.

Investment Management and Advisory for Olim in Israel

Part of investment advisory is providing personalized financial advice and guidance to help clients make informed investment decisions and achieve their financial goals. By working with Green Peak Advisors you are working with a Licensed Investment Advisor and Qualified Certified Financial Planner.

Our tailored approach starts with listening to our client’s goals and then helping them to create a plan to achieve them. We specialize in working with Olim and English-speaking expatriates to create a tailored approach to investing that reflects their unique needs and circumstances. Green Peaks investment advisory services help Olim navigate the Israel financial industry in their native English with a client-centered focus and with an American style of customer service.

Retirement Planning for Olim in Israel

Retirement planning can be complicated in general and even more so if you are moving from one country to another. Understanding how to manage investments in multiple jurisdictions and the tax ramifications that come with making long-term decisions can be overwhelming.

Green Peak Advisors will work with you to formulate a comprehensive plan that aligns with your retirement goals and aspirations. We will devise a strategy to optimize your savings, manage cash, minimize tax liabilities, manage risks, and ensure that your investments are positioned to provide you with the income you actually need while also considering your desires to leave a legacy for future generations.

At Green Peak Advisors, we help English-speaking Olim navigate the complexities of retirement planning within a different financial system in Israel. We offer an end-to-end service that covers creating a goal-driven retirement plan and its implementation with appropriate investment solutions.