Eastern European Professionals

Helping Eastern European Professionals Achieve the American Dream

Like you, our journey to success wasn’t easy. You’ve established your affluence, but there’s still more to achieve, optimize, and plan for. Building wealth is one thing; preserving and growing it in today’s financial landscape is another challenge entirely. That’s where we come in. We understand your unique challenges because we’ve faced them too. Our expert team is with you every step of the way, providing guidance and helping you secure lasting financial freedom.

Estate Planning

Do you have legal documentation outlining your wishes?

Have you prepared trusts to pass along your assets to the next generation safely?

Tax-Efficient Planning

Are you maximizing tax-efficient strategies like Roth IRAs, trusts, and charitable giving?

Life Insurance

Will your family be able to maintain their current lifestyle should anything happen to you?

Will your legacy be safeguarded from any unexpected expenses?

Retirement Planning

How do you plan on funding your retirement?

Do you know what your ideal retirement will cost?

Investment Management

Are you taking advantage of U.S. investment opportunities like the stock market, real estate, and retirement accounts?

How do your investment accounts fit into your overall financial plan?

Education Funding

Do you know how you will pay for your children’s higher education in the U.S.?

Don’t take our word for it.

Hear from one of our clients how we helped him and his family navigate the financial nuances of the U.S.

“When I met with Eugene, he had a list of what needs to be done for newcomers, including insurance and power of attorneys in case something happened to me or my wife.”
-Victor Kuznetsov
Client and Managing Director at Imperial Fund

We want to hear your story.

Fill out the form below with your contact information and some details about your journey to Успех and one of our team members will be in touch shortly.

Thank you for your submission!