Investment Options Our

Investment Options Our process starts with an in-depth meeting with the client to ascertain their investment goals and objectives. We will then build a portfolio of assets that meets their exact criteria. We run many investment portfolios across the whole spectrum of risk. After much research and experience, several leading fund managers have been appointed because of their consistent long-term risk graded investment performance, US-compliant investment models, SEC regulation, and IRS tax reporting. This is vital for the client to achieve their financial goals and objectives. Reporting to the IRS Our investment and platform partners provide all the annual returns required by the individual for the IRS and in the required IRS format. Reporting to the IRS is simplified this way. More Complex Situations We understand that tax isn't easy and can get complicated and confusing. We work with several top tax firms and lawyers who will help unravel any issues or glitches that may have occurred over time. They understand both US and current country issues. Individual and personalized planning is essential, and in conjunction with our US Tax Partners, we can produce this compliant and modern solution without unnecessary costs or wrappers. Retirement Planning Planning for the future is a vital part of our service, including retirement planning for US Connected Persons. Non-resident US Connected Persons can fund domestic US pensions, but several issues revolve around the tax treatment of this group of individuals. We can facilitate a pension solution for nonresident US Connected Persons with the added advantage that if you decide to return to the USA, it is still a compliant and tax-efficient retirement structure. Summary All our solutions comply with US reporting and investment requirements as we have outlined. Our investment managers are all SEC-regulated. We have US-qualified advisers to assist when a client returns to the United States. The service, pension, and investment will not be affected if the client wishes. If you have any questions or want to know your investment options, reach out to Beacon Global Wealth Management to set up a free financial consultation with a financial advisor. Beacon Global Wealth Management are not tax experts, and due to the complexities of the tax system and your aims and objectives, it is highly advisable that you seek an independent tax opinion. You are fully aware that BGWM are not Tax Advisers and, as such cannot be held responsible should the applicable tax authority raise a claim against you for any future taxes. The information on this page does not disclose all the risks and other significant issues related to the investments. Prior to transacting, potential investors should ensure that they have consulted with their financial adviser and fully understand the terms of the investments and any applicable risks. Any views, opinions, or estimates expressed in this document reflect the current views and opinions of Beacon Global Wealth Management,however, these views, opinions, and estimates are subject to change. The value of investment products may go down as well as up and any data on past performance, modeling, or back-testing contained herein is no indication as to future performance. No representation is made as to the reasonableness of the assumptions made within or the accuracy or completeness of any modeling or back-testing. The value of any investment may fluctuate as a result of market changes. The information in this document is not intended to predict actual results and no assurances are given with respect thereto. It's so nice out... Dear Holiday Home Owners, Luxury bedding at professional prices Contact hello@lachambreparis.com for more details. www.lachambreparis.com 100 | The Good Life France The Good Life France | 101