FINANCIAL PLANNING FOR FOREIGN-BORN INDIVIDUALS
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.
— Founder Jane Mepham, CFP®
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
These cases are hypothetical and do not include Elgon Financial Planning Clients.
Memberships & Alliances
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.
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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