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We at CSM are a modern financial planning firm that are firmly focused on helping clients achieve the goals they seek.
Whether it be securing family finances in the event of premature death or disability, ensuring that a comfortable retirement income will be available later in life or even growing investment assets to meet specific targets, we help create the plans to help you accomplish your dreams.
Not only is financial planning our business - it’s our passion also.
In pursuit of meeting client objectives we deliver service that, according to client testimonials, is second to none.
Similarly, our industry awards will also provide comfort knowing that you will be working with highly respected financial planning professionals.
Having a clear and concise understanding of a clients circumstances and financial objectives is vitally important which is why we get to know what’s important to you.
Using our "Client Review" and “Risk Analysis” documents we are able to identify and highlight opportunities and potential pitfalls that may exist in your situation.
Completing this part of the financial planning process can then lead to meaningful conversations regarding your plans.
Our, client focused, financial planning proposition is structured to provide digital efficiencies.
Consequently clients benefit from:
1. Convenience : Video meetings conducted at home or office to suit
2. Cost savings : No longer required to travel to and from meetings
3. Removal of geographical boundaries : irrespective of location you can now benefit from world class advice
Financial planning working relationships are no different to any working relationship they are dependent on two-way collaboration.
Together therefore, and on a regular basis, we review the progress of your plans and discuss any amendments or adjustments that may be necessary given changed personal circumstances, market events, taxation and risk tolerance issues.
We always remain at hand to support and guide you as evidenced by our client testimonials.
Clients are offered a choice of either fee or commission based models - further details will be provided upon request or during the initial advice process.
As both the founder and principle advisor, Paul is a qualified and time served expat financial planning advisor.
In addition to his 30+ years experience Paul has always adhered to the principles, ethics and regulations of both the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS).
Having gained praise worthy testimonials from extremely satisfied clients over the years, Paul continues his work helping clients achieve their life dreams.
Randall Brody is the proud owner and CEO of Tax Samaritan, a boutique firm of Enrolled Agents and CPAs providing tax preparation and resolution services for U.S. taxpayers with a special focus on assisting U.S. taxpayers abroad.
Randall and his team can help you navigate complex expat tax issues, such as the foreign earned income exclusion, foreign tax credit, the FBAR, foreign offshore streamlined procedure, tax treaties, social security totalization agreements and much more.
Whether you’re a U.S. taxpayer living abroad or in the United States, Randall and his team of CPAs can help you solve your US tax and financial issues.