If you’re an American expat, you probably already know how complicated it can be to navigate between US financial services and regulation and their European counterparts. Whether you’re trying to sort out your pension, looking for tax-efficient and compliant investments or planning your future, if you want to make sure your finances work hard for you, then you need a financial adviser who understands the unique nuances and requirements of the American financial sector as well as the rules and regulations in France and Europe. And that’s something SJB US specialize in – expert financial advice for US citizens living in France.
What is SJB US?
SJB US is an international financial advisory and services firm that specializes in supporting American expats, U.S. residents, and those with connections to the U.S. They provide tailored financial solutions designed to meet your life goals. In particular, they specialize in managing UK and US assets, considering the relevant cross-border regulatory opportunities and restrictions, whether that means planning for retirement and pension advice or cross-border tax planning and whether you live in the US or overseas.
What makes SJB US different?
SJB US was founded on the principle of providing high-quality, fee-based advice. They deliver personal service backed up by experience, expertise, and innovative technology.
High-quality advice
SJB US takes a holistic approach to the services it provides. If you have an existing portfolio, they will review it for you. If not, they’ll take time to get to know you and help you ascertain your personal and financial goals.
Of course, the different aspects of your finances should work together to support your lifestyle choices and goals, so SJB US specializes in a range of dovetail areas, such as pension transfers, investment advice, estate planning, and retirement solutions.
They’ll collate all the relevant financial information for you so that they can analyze it and put together the most effective financial strategy for you.
When you partner with SJB US, they explain things to you regarding your risk tolerance, the costs involved and the long- and short-term implications of your strategy so that you can make informed decisions at every stage. You can also access their free resources, such as their Guide to 401(k) & Retirement Pans in the US. And they’ll keep in touch, providing you with regular contact, quarterly updates and an annual review to ensure your finances are still on track.
An experienced team established funds and impressive buying power
The SJB US team are experienced, regulated and passionate about what they do with expertise in US and European financial services and regulation. That means they understand your challenges and know the opportunities available. They only work with the most financially sound and regulated institutions to ensure your capital is always secure and managed effectively. SJB US can give you access to some of the world’s most established fund managers to ensure your money is invested in areas with a proven track record, often at a lower cost due to institutional buying power. And because they are independently owned, you can be confident you’re getting unbiased advice.
Competitive and transparent fees
SJB US operate a “New Age” fee-based model. It’s simple and refreshingly transparent. It also means you can be confident that SJB US are working in your best interests and not chasing commission for the financial products they recommend. You’ll also find their fee structure is highly competitive, but the more you invest, the less you pay.
Global reach, local knowledge
SJB US believes in delivering personal service while taking full advantage of the benefits of innovative technology. That means you get all the advantages of global expertise and experience combined with regional knowledge and understanding of local requirements. You also have the peace of mind of knowing the people you’re working with and having a real person at the end of the line to discuss any concerns or questions. SJB has been recognised for its excellence, with an award for “Best Adviser Firm in Europe” and “Excellence in Digital Innovation.”
You deserve more
SJB US removes the stress, complexity, and time involved in properly managing your international assets and income in a tax-compliant way and investing them in the most comprehensive and advantageous way.
If you’d like to find out more, download free, helpful guides or book a call, get in touch here: sjb-us.com
