Skybound's team of experienced lifestyle financial planning professionals provide independent and personalized financial advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to devise a path to guide you towards your investment goals.
Our focus is on what is best for the client. Lifestyle Financial Planning is like a jigsaw puzzle, if you only look at individual pieces you don’t see the full picture. So it is important when reviewing certain parts of financial planning, such as UK pensions, that they are looked at as part of the whole for your global financial/retirement plan.
For Skybound, this sometimes means working alongside you and your existing advisor, but with an agreed strategy, or in many cases working together with one main advisor here at Skybound to streamline and manage all the pillars of lifestyle financial planning, in one place.
Transferring your UK pension isn’t a new choice, but it is an option that is often not discussed between client and adviser. However, with transfer values continuing to increase, many international workers with a UK pension are now considering this option in the search for greater investment freedom.
401K’s are a vital part of any successful retirement plan. Put simply; a 401K is a qualified retirement plan, sponsored by an employer that allows you to put aside a percentage of your monthly income on a tax deferred basis.
As an international worker, the risks you face are markedly different. Emergency medical treatment doesn’t tend to come cheap and with little or no family support network around you, the importance of having relevant cover can’t be underestimated.
When you have worked hard all your life to create personal wealth or build assets, it's important to know that this will be appropriately distributed after you have gone. UK Inheritance Tax and Estate Planning allows your family and loved ones to benefit from your hard work by structuring your financial affairs in the most efficient manner.
Skybound are here to help you get your finances in order in the most stress free way possible. Why not have a discussion with on of our experienced advisers today to see how we can point you in the right direction.
Combining a wealth of experience, with global coverage and local knowledge, Skybound Wealth Management is a leading international independent Financial Advisory Company which has been providing global client-conscious financial advice for over 20 years.
About UsDon’t you hate it when you spend ten minutes trying to navigate an automated menu before giving up after forgetting why you picked up the phone in the first place? US TOO!
Whether you are contacting your regional Skybound office, or our International Client Services team, rest assured you will be greeted by an actual human being.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods experience involving negative returns. Investing requires a long term time horizon.
All the advice provided by Skybound Wealth Management LLC is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.
Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.
Check the background of this firm on the Investment Adviser Public Disclosure page.
