Taylor & Taylor Becomes Plan First Wealth

We’re thrilled to announce that Taylor & Taylor USA will now be known as Plan First Wealth.

We look forward to you experiencing our new website. If you haven’t noticed, there has been a change in a few other things as well, like the new signatures and graphics that come with emails from our new email addresses. 

As we’ve mentioned before, there will be no changes in management, and you can expect total continuity in the services, performance, and level of care we’ve provided you up to this point.

In fact, you can expect more than continuity–you can expect growth and improvement. At Plan First Wealth, it is our mission to help you achieve the results you want. Growth is, and always has been, one of our core values, and our ongoing growth is what makes us achieve those results.  

By growth, we mean more than just the continuing improvement of our services and our results. More importantly, we’re referring to your experience working with us. Whether you’re managing finances or trying to devise the best retirement plan for you and your family, we ensure that your journey you’ve invited us along on is as seamless and painless as possible. 

This rebranding is an expression of that, and of our commitment to evolve. We wanted a new face to foretell a new and better future, where we are all better off in the ways that are most important to us. 

We are proud and excited for you to experience our new brand! We look forward to hearing your thoughts.

If you have any questions about our name change, and what else you can expect – don’t hesitate to reach out to us!  


Retire Happier.

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

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