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Overview

At Skybound Wealth Management USA we know how dangerous generic advice is, especially when it’s your future at stake. We also understand how frustrating it is to be passed from pillar to post and to feel like a number rather than an actual human being when it comes to your finances.

Everyone has different goals and aspirations. Everyone has different personal circumstances and requires a service tailored to their individual needs. To us financial planning is more than paycheques, bank balances and reports. We don’t use call centres or sell products. We provide holistic financial planning advice and support on an individual level. And you can rest assured that regardless of your location, we are on hand to talk through your options and help you understand your needs, objectives, and priorities.

What's Included:
  • Understanding your 401(k)
  • What are my 401(k) options?
  • Can you lose your 401(k)?
  • International investments
  • Have you got a dormant pension?
  • Life insurance
  • College fees
  • 529 Plans: Under the spotlight
  • Estate taxes
  • Repatriation