Who to call next, and why

Real math tells you what a decision costs. It doesn't file your FBAR or issue your health insurance policy. This is where those two things meet.

This isn't a page of “our recommended experts.” Most of what The Expat Math does is arithmetic: what a policy costs, what a penalty costs, what a transfer costs. At some point the math ends and you need a company, or a licensed person, to actually do the thing. This page is our answer to “okay, so who do I actually call.”

We didn't start from a list of who pays the best commission and work backward. We started from the questions that come up over and over in the research behind our videos: getting insured before Medicare, filing US taxes correctly from abroad, and moving retirement income across a border without losing a chunk of it to fees. Eventually, the visa and residency paperwork itself. Three of those four have a company or service behind them today that we'd use ourselves. The fourth doesn't yet, so the card below says so instead of pretending otherwise.

How we picked

Each partner below is here because of specifics, not because it showed up first in an affiliate network. Published pricing instead of “call for a quote.” A track record with Americans specifically, not just expats in general. Terms we can explain to you in plain numbers, on the page, before you click anything. If a category doesn't have a partner that clears that bar yet, the card stays empty instead of getting filled with the first company that applied.

Three of these four are affiliate relationships. We earn a commission if you sign up through our link, at no extra cost to you. The full disclosure for each one is on that page, directly under the button, not buried in a footer. The fourth has no financial relationship of any kind yet, because it doesn't exist yet.