Worrying Needlessly?
- Are you worrying needlessly about your finances or spending?
- Did you skip that big trip?
- Did you fly coach when you could have flown business?
Retire Happier.
Plan First Wealth is a US/UK wealth management firm helping successful British expats in America with at least $1m net worth make the most of their opportunity.
Schedule a Call
Plan First Wealth provides British expats living in America with peace of mind by simplifying the complex world of cross-border retirement planning and US/UK wealth management.
Are You Making the Most of Your Opportunity?
Find out in less than a minute.
The truth is: being a British Expat in America is a unique opportunity. Make sure you’re making the most of it.
Our answers to your questions can
Protect Your Life's Work
Answer If You Can Retire on Time
Now that you’re in the U.S., you’re ready to move on to bigger and better things. You want to excel in your career and your personal life. You’re investing a lot of time and effort in a happier future but are you sure it will be enough as you grow older? When you reach your 60s, your 70s, or your 80s? Will you have enough money saved up for your retirement?
We will:
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- Establish what you want your life to look like
- Build a financial model around achieving your goals
- Crunch the numbers using our advanced financial planning software
Prevent Costly Mistakes With Overseas Assets
You’re ready for this new chapter of your life in the U.S. You want to be certain you make financial choices that are advantageous to your future. Do this by avoiding the common mistake of misreporting your overseas assets.
How can you do this?
- Work with a financial planner with cross-border experience
- Find a reputable Certified Public Accountant with cross-border experience
- Once linked, inform your CPA of your non-US assets to ensure proper reporting
Discover How to Achieve the Retirement You Want
When you envision your retirement, what do you see? What do you picture yourself doing in this chapter of your life? When you have that established, we can guide you in the right direction.
We can help you:
- Make informed financial decisions
- Understand your desired lifestyle
- Reach your retirement goals
Maximise your US and UK Investments
You’ve built wealth in the US and the UK and it should be coordinated. Don’t neglect either!
You achieve this by:
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- Building a global balance sheet
- Create a big-picture investment policy to guide all your investing
- Implement a retirement income policy that includes all of your assets
Stop Stressing if You’ve Saved Enough Money for Retirement
You don’t need an added layer of financial anxiety during your retirement journey. You have a good idea of how you want your future to look. If your concern is not having enough money, together we can work with you:
- Not enough? We’ll formulate a plan to get you on the right track
- Too much? We can help you spend more and avoid letting your money pile up
- Just enough? We’ll help you stay on track while you live the life you want lead.
We’ve walked in your shoes and
We Know What It’s Like to Be a Brit in the US
What it feels like to be confused by Medicare and Social Security.
The anxiety about future healthcare expenses.
What it’s like to be scared of running out of money.
How frustrating the US tax system can be.
There is a better way to
Start Securing Your Retirement
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Schedule a free exploratory call with us.
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Tell us your goals, frustrations and concerns.
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Together we’ll build a plan to secure your worry-free retirement.
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