The Financial Resource Network - Israel (FIRN) is an exclusive group of financial service professionals working together to meet the unique needs of multi-national citizens (and businesses) living and working in Israel. Through our offices in Jerusalem and Beit Shemesh, our advisors have been serving individuals, families and businesses in Israel for over 15 years. FIRN uses a holistic financial planning approach to address our clients' total financial needs, including: setting financial goals, tax planning, investment and wealth management, retirement and estate planning, and charitable giving. Budgeting often is a significant part of the package. FIRN's particular expertise is in rebalancing finances that are located in several countries and tax jurisdictions.
At FiRN, we understand that multi-national citizens need customized financial and investment solutions. Our goal at the beginning of any client relationship is to get to know you and to understand where you are coming from and what's important to you. What are your needs, your goals, your visions and your values? What past experiences have led you to where you are today and what are your dreams for the future? ln Which countries do you have assets and where is your tax liability? Once we gain clarity over these issues, we can move on to providing customized solutions that address your needs and that will empower you to greater financial security.
Financial Planning
Financial planning is a process - both artistic and scientific - of formulating, implementing and monitoring decisions that are directed toward helping you achieve your financial goals and gain greater financial security.
At FiRN, financial planning means addressing, together with you, issues concerning your financial life as they occur:
• Ensure protection of assets for children or from creditors
• Understand your insurance coverage and policies
• Develop a budget and live within your means
• Manage executive compensation benefits
• Evaluate and/or plan for career changes
• Buy property and take out a mortgage
• Offshore and onshore investments
• Living wills and disaster planning
• Accumulate and manage wealth
• Family Office Administration
• Plan for retirement income
• Plan for higher education
• Begin or sell a business
• Manage an inheritance
• Reduce financial stress
• Diversify assets
• Leave a legacy .
• Lower taxes
• Philantropy
Our goal is to become your trusted advisor concerning ail financial planning matters.
Investment Planning, Wealth Strategies and Risk Management
FiRN is dedicated to the long term growth and preservation of our, clients' wealth. We believe in a comprehensive and well-diversified investment strategy designed to provide consistent risk-adjusted returns over time. Each portfolio is customized to meet the specific cash flow, risk tolerance, and investment objectives of each client.
Retirement and Estate Planning
The death of a spouse or parent, sale of a business, a sizeable inheritance or simply planning for a financially secure and comfortable retirement - each of these wealth transitions brings with it new responsibilities and questions. FiRN is here to help with our extensive services.
Solutions for Singles and Women in Transition
Over the years, FiRN has developed a special capability in working with women going through major life/wealth transitions such as inheritance, divorce or death of a spouse.
Additionally, we work with families in which women are sharing much of the financial responsibility with their spouse. We have learned that women going through these types of transitions need and want active training and support. We work to inspire and educate these women to take charge of their financial lives.
Service is more than a promise - it's our commitment!
At FiRN, our success rests on the comprehensive relationship we establish with each of our clients and on our commitment to objectivity, independence and integrity. From our professional and experienced financial planners to our dedicated client service associates, we are committed to providing you with a level of service that is second to none.
FIRN works differently from virtually ail other financial service providers, particularly in Israel.
The Financial Resource Network - Israel (FIRN) is an exclusive group of financial service professionals working together to meet the unique needs of multi-national citizens (and businesses) living and working in Israel. Through our offices in Jerusalem and Beit Shemesh, our advisors have been serving individuals, families and businesses in Israel for over 15 years. FIRN uses a holistic financial planning approach to address our clients' total financial needs, including: setting financial goals, tax planning, investment and wealth management, retirement and estate planning, and charitable giving. Budgeting often is a significant part of the package. FIRN's particular expertise is in rebalancing finances that are located in several countries and tax jurisdictions.
