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?
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.
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
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:
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?
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:
You’ve built wealth in the US and the UK and it should be coordinated. Don’t neglect either!
You achieve this by:
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:
We’ve walked in your shoes and
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
Schedule a free exploratory call with us.
Tell us your goals, frustrations and concerns.
Together we’ll build a plan to secure your worry-free retirement.
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