FINANCIAL ADVISOR FOR IMMIGRANTS AND FOREIGN NATIONALS

It takes a special strength to move to a new country. Now that you are here, it's time to make the most of your financial future!

  • Pursue Your American Dream.
  • Simplify Your U.S. Finances.
  • Reduce Your taxes.

We serve a national clientele from our office in Austin, Texas.

SCHEDULE MY FREE FINANCIAL ASSESEMENT
Financial Advisor For Foreign Born Individuals and Immigrants
"Financial planning is a process, and every client is unique."
— Founder Jane Mepham, CFP®

As Featured in

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Elgon's Fee-Only Services for Foreign-Born Families (Immigrants) and Foreign Nationals on Work Visas:

  • FINANCIAL PLANNING
  • BUDGET AND CASH FLOW
  • NEW TO AMERICA PLANNING
  • Stock Options
  • CROSS-BORDER ISSUES
  • TAX PLANNING
  • ESTATE PLANNING
  • WORKPLACE BENEFITS
  • Investment Management
  • INSURANCE PLANNING
  • RETIREMENT PLANNING
  • Goal Setting
  • College Savings

Financial Planning Case Studies

New US Resident

Case Study #1

BRAND NEW TO AMERICA – GETTING STARTED

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Foreigner on a Work Visa

Case Study #2

PURSUING THE AMERICAN DREAM ON A WORK VISA

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First Generation Immigrant

Case Study #3

NEWLY EMPLOYED FIRST-GENERATION IMMIGRANT

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These cases are hypothetical and do not include Elgon Financial Planning Clients.

Memberships & Alliances

Fee Only Network
CFP
XYPN
Dimensional
CIGA
FPA (Financial Planning Association)
Money Quotient
NAFPA
Wealth Tender
Do not walk alone on this journey, we’ll be there every step of the way to guide, educate and help you make smarter financial decisions.
Pursuing the American Dream

10 MISTAKES

THAT CAN DERAIL YOUR AMERICAN DREAM

How to avoid the top 10 WEALTH-BUILDING mistakes we see and how to solve them (Free Guide).

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