fbpx
  • How We Help You
    • Cross-Border Experience and Expertise
    • Life-Centered Retirement Planning
    • US/UK Wealth Management
    • Plan First Wealth Proven Process
  • Get to Know Us
  • Resources
    • Resources Library
    • Webinars
    • Are You Retirement Ready?
  • Contact Us
  • Download Our Guides
  • Client Login
  • Schedule a Call

Join our community of Brits in America

Plan First's WealthHub
Plan First Wealth
  • How We Help You
    • Cross-Border Experience and Expertise
    • Life-Centered Retirement Planning
    • US/UK Wealth Management
    • Plan First Wealth Proven Process
  • Get to Know Us
  • Resources
    • Resources Library
    • Webinars
    • Are You Retirement Ready?
  • Contact Us
  • Download Our Guides
  • Client Login
  • Schedule a Call
Plan First Wealth

Home

Resources

Social Security

Social Security


Social Security

Social Security & Windfall Elimination Provision (WEP) – (Across the Pond Podcast – Ep. 10)

In this episode of Across the Pond, we’re discussing the Social Security Windfall Elimination Provision, with the aim of providing useful information to British expatriates...

Retire Happier.

Plan First Wealth Is A US/UK Wealth Management Firm Serving Successful British Expats in America With at Least $1M net worth.

Plan First's WealthHub
Plan First Wealth
  • Plan First Wealth
  • Office Address
    500 West Putnam Ave,
    Ste 400

    Greenwich, CT 06830
  • Mailing Address
    228 Park Ave S, #51430,
    New York, NY 10003
  • Phone (646) 201-4865
  • Email Us

Who We Serve

  • Cross-Border Experience and Expertise
  • Life-Centered Retirement Planning
  • US/UK Wealth Management
  • Plan First Wealth Proven Process

Company

  • About Us
  • Schedule a Call
  • Client Login

Join Our Community

Plan First’s WealthHub is a community of Brits living in America looking to protect and grow our life’s work, retire with confidence, and leave a legacy.

Our members get:

  • 2 updates per month with actionable content delivered to your inbox
  • Access to a private WealthHub Facebook group
  • Access to exclusive monthly online educational events

Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services.

Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’ current written disclosure statement discussing Plan First Wealth’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.

© 2023 Plan First Wealth | Disclosure | Form ADV Disclosures | Privacy Policy | CRS Form | Website Privacy Policy | Cookie Policy | Site Created by Renoun Creative

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Read More
Cookie Settings Accept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
Save & Accept
Powered by CookieYes Logo