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Green Peak Advisors

Holistic Financial Planning

Understanding Your Needs

Pension advisors can advise you on pensions. Insurance brokers generally want to sell you products that may not be suitable for US taxpayers. As a Certified Financial Planner, Aaron Frolich focuses on helping you create the best long-term financial plan to suit your current and future needs.

Very few investment professionals look at the human side. We recognize that money should be seen as a means to an end, rather than an end in itself.

We encourage you to close your eyes and imagine your ideal future. Then we open your eyes to how to actualize those dreams.

We encourage you to close your eyes and imagine your ideal future. Then we open your eyes to how to actualize those dreams.

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Forest vs. Trees

There are so many financial options out there that you can easily get lost in the forest. With our holistic approach to financial planning, we help you see the bigger picture and set goals for yourself and your family. When do you want to retire? Which assets do you want to keep? How can you effectively save for the future? How can you provide financial security for your children? And what are the Israeli and U.S. tax implications of all these decisions?

Many investment opportunities in Israel are closed to U.S. expats. This can limit your choices and lead you to settle for inferior financial products that offer lower rates of return. There are some U.S. tax-compliant investment solutions that are not widely advertised but yield better returns.

Let us show you what we have achieved for our other American clients, and how we can improve your long-term financial prospects.

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Dream Your Dreams

When you book a meeting with Green Peak Advisors, you should be prepared to answer some difficult questions. We want to know who you are and what you want to achieve. We’ll start by talking about your dreams and expectations. We’ll look at your current financial status, and project the likely income that you can expect to earn in retirement and from your investment portfolio and retirement accounts.

We will ask you questions about your life and your family that you may not think are relevant for our discussion but which could have a tremendous impact on your financial future.

Only when we can see the full picture will we create a holistic financial plan to improve your prospects and guarantee a secure financial future.