Without a comprehensive cross-border financial plan you could end up overpaying your taxes or losing access to your state-side investments.
You don’t know what you don’t know, and this transition can feel complex and overwhelming. But when working with dual-licensed Financial Advisors, you don’t have to worry about your cross-border financial picture — you’ll be covered in both countries no matter where you live.
While some advisors offer cross-border financial services, few have specialized in this area. At SWAN Wealth Management, our goal is to provide you with stress-free cross-border financial planning, so you can relax and enjoy your next chapter.
We understand how complex and confusing this transition can be.
As Certified Financial Planners and Advisors licensed on both sides of the border, and with over 25-years of experience, we ensure your cross-border financial transition is simple, easy, and efficient. SWAN stands for Sleep Well At Night, and that’s our goal for every client.
Schedule a call below to speak with a SWAN Wealth Financial Advisor and begin the process of simplifying your cross-border finances.