Financial Advisors for Immigrants & Foreign Nationals

It can feel overwhelming for immigrants to try and navigate the complexities of the US tax system, not to mention making sense of the numerous retirement and savings accounts and their potential tax benefits.

Fortunately, there are financial advisors who have walked in your shoes and know what it’s like to arrive in the United States feeling confused and unsure when it comes to money matters.

So is a financial advisor who specializes in serving immigrants right for you?

– Financial Advisors Who Specialize in Serving Immigrants –

Three Questions with Jane, a Specialist Financial Advisor:

I’m currently in the US on a work visa. Why should I consider hiring a financial advisor in the US?

A good financial advisor is invaluable as they can guide you through not only setting yourself up financially, but also in helping you prioritize competing financial needs.

What should I consider before participating in my US employer’s 401k plan?

Every employee including those on works visas is eligible to participate. Different companies have different waiting periods.

If I’m planning for my children to attend college in the US, what’s the best way for me to save for their education?

Immigrants tend to value education greatly and they are willing to do whatever it takes to help their kids attend the best schools.

529 plan

Roth IRA Account

Brokerage Account

Custodial Accounts

Coverdell Education Savings Accounts (ESA)