be well & heal
Veterans – Financial Wellness & Tax Support
Serving your country is an extraordinary commitment — but navigating life after service, especially while living abroad, can present unique financial and tax challenges. At Be Well & Co. Financial Consulting, we proudly serve veterans, including those who’ve chosen the expat lifestyle, with a trauma-informed approach. This means we recognize the unique experiences and potential triggers veterans may face, and we ensure every interaction is respectful, compassionate, and stress-reducing.
Why Veterans Need Specialized Support
Transitioning from military service often means new income sources, benefits, and tax considerations. Whether you’re receiving a military pension, VA disability benefits, or working in a civilian capacity abroad, you may face:
🌍 Complex tax residency rules — especially if you’re an expat veteran living overseas.
💳 Coordination of U.S. benefits with foreign income and banking systems.
🛡️ Understanding tax exemptions and exclusions available to veterans.
📈 Cross-border retirement planning, including how to protect your benefits & assets while living abroad.
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Tax Preparation & Planning
Navigate U.S. tax obligations while maximizing available credits and exclusions (including the Foreign Earned Income Exclusion).
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VA & Military Pension
Tax Guidance
Understand how your benefits are taxed and how to coordinate them with other income streams.
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Financial Coaching for Veterans
Budgeting, investing, and retirement strategies tailored for veterans living inside and outside the U.S.
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Compliance Support
Assistance with FBAR and FATCA reporting for foreign bank accounts.
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Transition Planning
Guidance for veterans moving abroad or returning to the U.S. after time overseas.
How We Help
Our services are designed to address the unique needs of veterans at home and abroad
Special Focus: Expat Veterans
Living abroad as a veteran can be rewarding — lower cost of living, cultural experiences, and new opportunities. But it also comes with:
🌎 Navigating U.S. taxes while adhering to local country requirements.
🎖️ Understanding how foreign residency impacts your VA benefits.
⚠️ Avoiding costly compliance mistakes that could affect your financial security.
We specialize in helping expat veterans stay compliant, protect their benefits, and make the most of their international lifestyle.
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Experienced in Expat & Veteran Tax Matters
Navigate U.S. tax obligations while maximizing available credits and exclusions (including the Foreign Earned Income Exclusion).
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Trauma-Informed Approach
We create a safe, respectful environment for discussing your finances.
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Holistic Approach
Beyond tax prep, we provide financial coaching to help you reach your personal and family goals.
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Secure, Remote Services
Work with us from anywhere in the world through secure online platforms.
Why Work With Us
We bring expertise, empathy, and security to help veterans and expats thrive financially — no matter where in the world you live.
Free Resources for Veterans
(Coming soon!)
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Veteran Expat Tax Checklist
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Webinar: 'Top 5 Tax Tips for Veterans Living Abroad'
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Guide to FBAR & FATCA for Veterans with Foreign Bank Accounts
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Budgeting Template for Military Pensions and Disability Benefits
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Resource List of Veteran Support Organizations for Expats
Frequently Asked Questions
1. Do you work with veterans outside the U.S.?
Yes — we specialize in working with expat veterans. Whether you live in Costa Rica, Europe, Asia, or anywhere else, we can assist you remotely with taxes, compliance, and financial planning.
2. How does your trauma-informed approach work?
We ensure that all communications and processes are clear, predictable, and free from unnecessary stress. We listen first, respect your boundaries, and provide support in a way that acknowledges your lived experiences.
3. Are my VA disability benefits taxable?
No — VA disability benefits are not subject to U.S. federal income tax. However, other income you earn, especially abroad, may still be taxable.
4. Can you help me with FBAR and FATCA reporting?
Yes — we guide veterans through the requirements for reporting foreign bank accounts and assets to stay compliant with U.S. regulations.
5. Can you coordinate with my existing tax or legal advisor?
Absolutely — we’re happy to collaborate with your existing team to ensure you receive seamless, coordinated support.
CONTACT US
Tel. 407-305-0823
info@bewellfinance.org
1317 Edgewater Dr #6378
Orlando, FL 32804
© 2025 Be Well & Co. Financial Consulting,
a division of Be Well & Heal LLC