Why Choose Creative Planning International?

RFA - Creative Planning International

Many Aramcons find themselves asking the question...

"Why Creative Planning International? Don't I get everything I need from Vanguard?"

Creative Planning International, formerly known as Reilly Financial Advisors (RFA), provides leading U.S.-based financial advisory services for Americans living abroad, specializing in helping expats and global families manage their wealth and financial futures.

Creative Planning International is now dedicated to Aramcons in the same way that RFA has for nearly 50 years. Offering comprehensive U.S. expat wealth management and investment management services, our expertise does not compete with what Vanguard provides to Saudi Aramco employees; rather, we compliment their investment offering by:

  • Encouraging Saudi Aramco employees to take full advantage of the Aramco Savings Plan, managed by Vanguard
  • Helping Aramcons understand all of the benefits available to them (beyond the Savings Plan), and promote a fuller understanding, and use, of those benefits
  • Focusing on assisting Saudi Aramco employees with the personal and financial transition that follows retirement from Aramco.

And we can provide additional value that they cannot;

  • An asset allocation recommendation for the Saving Plan specific for your financial situation
  • A direct recommendation of how much you should save pre-tax vs. after tax

Creative Planning International has developed a unique, highly specialized understanding of the specific needs and particular financial challenges facing employees following final repatriation. The vast majority of our Aramco clients and their immediate family have remained with us throughout their lives, while frequently maintaining a paired relationship with Vanguard.

In some cases, Vanguard may provide everything an Aramcon needs. But, in many instances, Creative Planning International provides something more; a unique, specialized, and personalized source for information and services that can make all the difference between achieving financial security or failing to.

Investment advice coupled with:

  • Financial Planning
  • Expert Tax Services
  • Investment Research
  • Financial Analysis & Retirement Planning
  • Professional Portfolio Management
  • Tax Planning
  • Coordinated Estate Planning

Visit Creative Planning International for more information.

Under: Financial
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