Barber Financial Advisors - A comprehensive source for offshore financial services

Offices in Vancouver
Telephone 604-901-3770
New Foreign Citizenship and Passport & New Permanent Residency

Offshore Evaluation Service (OES)

Barber Financial Advisors, offers a popular and unique service, the Offshore Evaluation Service (OES), which takes the mystery out of going offshore and provides clients with customized evaluations based on their current scenario and objectives, including the best recommendations for achieving their specific goals, and avoiding any pitfalls. Clients review and complete a five-page OES questionnaire, and if desired, provide a brief narrative of their circumstances, ambitions, goals, questions, etc. The company evaluates all, and then presents clients with a customized written report, providing reliable offshore information addressing their particular areas of interest and concern, and making recommendations regarding offshore financial services, expatriation recommendations, offshore strategies, reputable professionals, and offshore financial institutions.

Further suggestions are offered in areas that may be of interest to clients that are recommended for more thorough investigation. OES clients are given professional referrals to the experts they may require in their specialized fields. This service can save clients thousands of dollars and much time, and guide them quickly to the offshore solutions that would serve them best. By using the services of OES, clients can also avoid inaccurate and unreliable information and services often touted offshore.

The OES covers: banks, banking services; investments; investment services; global economic influences; financial, tax, and estate planning, asset protection strategies, offshore citizenship and permanent foreign residency; offshore business and e-commerce; tax havens; foreign real estate investment; expatriating; tax problems; professionals; and more.

Highly recommended.
The Offshore Evaluation Service is available for $795; further, this amount is credited back should the client elect to engage subsequent services from Barber Financial Advisors.

For more information, please contact us at, or call us at 604-901-3770.