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BECOME A CLIENT > OFFSHORE PLANNING CENTER

Offshore Planning Center 

Offshore Made Easy. Built by us, customized to you!

Built by us. HFS believes that going offshore should be simple and affordable. Because of this, we have taken our experience establishing offshore structures for clients from around the world and created the Complete Offshore Package. The Package contains all of the necessary building blocks of a complete offshore structure. No matter what the client's situation, the Package contains all of the items needed to regain privacy, protect assets or do business world wide.

Customized to you.  HFS recognizes that each client is unique. Accordingly, the Complete Offshore Package was created to be customizable to the needs of each client. And this is exactly what the Offshore Planning Center does: customize the Complete Offshore Package to the client's individual requirements. In the Offshore Planning Center you will be asked a few simple, multiple-choice questions. The Offshore Planning Center will then use your answers to tailor the Complete Offshore Package to your needs. When finished, the custom-tailored Package, which will include the price, may be saved to review later or purchased online.

No Contact information is required to access the Offshore Planning Center or to save a customized Package.

Ready to build a new offshore plan?

Please click the link below to start building your offshore plan.

Already have a saved offshore plan?

Please enter your PIN number below to retrieve your saved offshore plan.

Build Offshore
Structure
Establish Offshore
Banking Profile
Select Investment
Options
Review &
Order
Step 1: Build Offshore Structure.
Tell us briefly about your situation and overall goals. Your answers here will determine the basic elements of your offshore structure.
Build Offshore
Structure
Choose IRA
Options
Select IRA
Investments
Review &
Order
Step 2: Choose IRA Options.
Please tell us how you intend to use your retirement funds once they are offshore. Your answers here will determine the proper setup of your offshore structure.
Step 3: Select IRA Investment Options.
Next, please tell us if you want an offshore investment account included in your offshore IRA package.
Step 2: Establish Offshore Banking Profile.
In this step, please tell us about your current and/or future assets and how you wish to use them once they are secured offshore. Your answers here will aid in narrowing the list of prospective financial institutions to those that best accommodate you.
Step 3: Select Investment Options.
Now, please tell us about the account features or services you would like included in your offshore Package.
 
Q1 What kind of assets do you want to protect?
I want to secure personal or business assets.

I want to secure retirement assets such as an IRA, 401K or 403B.
Q2 Let's get more specific. Which best describes your current situation? 
I want to protect personal assets.

I want to protect business assets.

I want to protect personal and business assets.

Q3 Which of the following benefits of going offshore is most important to you?
Financial Privacy.

Protection from lawsuits.

Offshore investments.

Doing business internationally.

Q4 What is your level of urgency?
My assets need to be secured offshore in 2 weeks or less.

My assets need to be secured offshore in 2 - 4 weeks.

I'm not in a hurry. My assets can be secured in 4 - 6 weeks.

Q5 You indicated that you need to primarily safeguard assets. How do you plan to use these assets after they have been moved to an offshore bank account?
I will use the offshore account like a business account, moving funds in and out frequently.

I plan to use the offshore account like a savings account, mostly leaving funds alone to earn interest.

I need both a business account and a savings account.

Q6 How much do you plan to keep offshore?
$1,000 - $10,000

$10,000 - $25,000

$25,000 - $100,000

$100,000 - $1M

$1M+

Q7 Do you need a debit card for accessing your offshore funds?
Yes

No

Not right now, but maybe later.

Q8 Do you want online banking with your offshore account?
Yes.

No.

It doesn't matter.
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Q9 Do you plan to do any offshore investing (in US stocks, bonds, options, mutual funds, international stocks, forex, futures, precious metals, etc.)?
Yes.

No.

Maybe.  At present I don't plan on investing, but I may change my mind in the future.

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Q10 What type of investments are you interested in?
US stocks, bonds, options, mutual funds, international stocks, forex, or futures.

Precious metals such as gold and silver.

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Q11 How much do you plan to invest in precious metals?
Less than $50,000.

More than $50,000.

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Q12 An offshore investment account will be included in your plan. What kind of brokerage do you prefer?
A discount brokerage where I will make the investment decisions.

12. A brokerage where my investments will be professionally managed for me.

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12.
Q13 Do you want to trade online through the offshore brokerage account?
Yes.

No.

Maybe. I don't need online trading presently, but I may change my mind later.

BackQ13
Q14 Do you plan to purchase international property (e.g. in Belize, Costa Rica, etc.) using your offshore IRA?
Yes.

No.

Maybe.  I don't need this capability today, but would like to consider it in the future.

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Q15 Do you plan to do any investing (stocks, bonds, options, mutual funds, forex, futures, precious metals, etc.) through your offshore IRA?
Yes.

No.

Maybe.  I don't need this capability today, but would like to consider it in the future.

Back
Q16 What type of investments are you interested in?
US stocks, bonds, options, mutual funds, international stocks, forex, or futures.

Precious metals such as gold and silver.

Q17 How much do you plan to invest in precious metals?
Less than $50,000.

More than $50,000.

Q18 An offshore investment account will be included in your plan. What kind of brokerage do you prefer?
A discount brokerage where I will make the investment decisions.

A brokerage where my investments will be professionally managed for me.

Q19 Do you want to trade online through the offshore brokerage account?
Yes.

No.

Maybe. I don't need online trading presently, but I may change my mind later.

Q20 What type of investments do you plan to make through your offshore IRA?
US stocks, bonds, options, mutual funds, international stocks, forex, or futures.

Precious metals such as gold and silver.

Both. I want to invest in precious metals AND stocks, bonds, options, futures, forex.

Q21 How much do you plan to invest in precious metals?
Less than $50,000.

More than $50,000.

Q22 An offshore investment account will be included in your plan. What kind of brokerage do you prefer?
A discount brokerage where I will make the investment decisions.

A brokerage where my investments will be professionally managed for me.

Q23 Do you want to trade online through the offshore brokerage account?
Yes.

No.

Maybe. I don't need online trading presently, but I may change my mind later.



Build Offshore
Structure
Establish Offshore
Banking Profile
Select Investment
Options
Review &
Order
Your Complete Offshore Package.

The Complete Offshore Package has now been customized for you. The Package contains everything needed to go offshore and has been tailored to fit your specific needs.

Complete package includes: Price
 
• Offshore Corporation formed in
 
• Offshore Trust formed in the Bahamas
 
• Offshore Bank Account:
 
• Offshore Account:
 
• Offshore Mail Forwarding for 1 year
 

Price includes all government, registered agent, nominee director fees and trustee fees.
Annual renewal fee after first year is .



Save your Package for review later. (no contact details required)

Have an HFS Offshore consultant review your plan.

Securely order your customized Package online. HFS will process your order and a representative will contact you if any questions arise while we are assembling your Package.

Build Offshore
Structure
Choose IRA
Options
Select IRA
Investments
Review &
Order
Your Complete Offshore Package.

The Complete Offshore Package has now been customized for you. The Package contains everything needed to go offshore and has been tailored to fit your specific needs.

Complete package includes: Price
 
• Offshore Corporation formed in
 
• Self Directed IRA Setup
 

Price includes all government, registered agent, trustee fees.
Annual renewal fee after first year is .

Save your Package for review later. (no contact details required)

Have an HFS Offshore consultant review your plan.

Securely order your customized Package online. HFS will process your order and a representative will contact you if any questions arise while we are assembling your Package.

Build Offshore
Structure
Choose IRA
Options
Select IRA
Investments
Review &
Order
Your Offshore Plan has been saved. Your Personal PIN is: To review your Package, go to the Offshore Planning Center and enter your PIN Number. If you have any questions about your Offshore Package please Contact HFS. Thank you.
Your Personal PIN is:
Build Offshore
Structure
Establish Offshore
Banking Profile
Select Investment
Options
Review &
Order


Your Offshore Plan has been saved and assigned PIN: .

 

Please complete the information below to send your Offshore Plan to HFS. We'll contact you in less than 1 hour (during business hours). Your information won't be sold and you won't receive unsolicited emails.

Do you have any questions about your Offshore Plan?







You may review your Offshore Plan at any time. Go to the Offshore Planning Center and enter your PIN: .