It takes a special strength to move from your community to a new land. Let us make the most of that financial opportunity by working together.
WHO WE SERVE - FOREIGN-BORN
Our clients come from different backgrounds, and we love working with all of them. Our sweet spot is working with first-generation Americans (immigrants) or those on work visas looking for guidance in pursuing their version of the American dream.
We take a very collaborative approach, which includes educating our clients on all things personal finance.
FIRST-GENERATION AMERICANS
You are foreign-born (US naturalized citizen or a permanent resident / (green card holder), your parents were born outside the US, or you have strong ties to a country outside the US.
You have strong cultural ties to your “home” country, and you want to respect those values in everything you do.
You work extremely hard; make a great living, and want to make the most of your available financial resources.
You have a burning desire to fulfill and secure your dreams for your family now and in the future.
You are looking for answers to questions like:
How do I deal with my overseas assets/pension plans?
Are my kids protected if something happens to me today?
What to do with my future overseas inheritance?
How do I build generational wealth?
Do I have the right kind of insurance?
What cross-border issues do I need to be aware of?
What are the financial and tax implications of my mixed marriage (my spouse is from a different country)
How can I maximize my employment benefits?
What tax strategies should I be considering with my investments?
- Can I afford that once-in-a-lifetime trip back “home”?
Foreign Nationals on Work VISAS
You are a foreign national/citizen on a nonimmigrant work visa (H-1B, O-1, E-3, TN, L-1, H1B1). You work in the demanding STEM space (doctor, software engineer, scientist, etc.)
They require you to be fully focused on the job, but that is no reason your finances should take a back seat as you settle into your new life.
It is easy to get overwhelmed with all the financial decisions you have to make, and very easy to get your American dream derailed.
You are supporting your overseas family now or in the future. We get it, when they call you “their retirement plan”
We understand these challenges and we’ll walk with you every step of the way as you tackle questions like:
How does the US financial system work? And where do I start?
How do I save for college on a work visa?
Can I still invest back home and stay tax compliant?
How do I save for retirement if I won’t retire in the US?
How do I make the most of equity compensation on a work visa?
How do I prepare for the possibility of a job loss? (With only 60 days to find a solution or leave the US)
Can I afford to buy a house, and should I consider it?
How do I ensure my assets go to those I want, instead of losing them to taxes in the US and my home country?
What are the US citizenship / green card tax implications?
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