Why Choose Creative Planning International?

Many Aramcons find themselves asking...

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

Creative Planning International, formerly Reilly Financial Advisors, has worked with Aramcons for nearly 50 years. Creative Planning provides leading U.S.-based financial advisory services to expats in more than 90 countries, and their team of cross-border wealth managers is uniquely qualified to manage the complex effects living abroad has on your taxes and investments. As an Aramcon, you can benefit from Creative Planning’s planning-led approach focused on helping you achieve your long-term financial goals while staying compliant with U.S. laws and regulations.

Offering comprehensive U.S. expat wealth management and investment management services, Creative Planning’s expertise doesn’t compete with what Vanguard provides to Saudi Aramco employees; rather, it complements Vanguard’s investment offering by:

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

Creative Planning can provide additional value that Vanguard can’t, including:

• An asset allocation recommendation for the Aramco Saving Plan that’s tailored to your specific financial situation
• A direct recommendation of how much you should save pre-tax vs. post-tax
• Advice spanning your whole financial life (as part of their integrated approach to wealth management)

Creative Planning 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 families 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. However, in many instances, Creative Planning International provides something more: a unique, specialized, personalized source for information and services that can make all the difference when it comes to achieving financial security (or failing to).

Creative Planning advises American expats and cross-border families on:

Visit Creative Planning International for more information.