Are your investment assets in the USA performing in line with your expectations?

Why Choose Ben Buckley? 

I am fully licensed in the United States and Ireland and have the cross-border expertise needed to help clients with their financial planning needs.

My approach is to provide personalized and comprehensive financial guidance enabling my clients to achieve their goals in an ever changing market environment.  I work with numerous professional partners in the US to ensure that my clients’ goals are achieved in a tax efficient and timely manner.

Tailored Solutions for Your Global Portfolio: 

As an international financial advisor, I specialize in crafting personalized financial strategies for clients with diverse financial interests in both Ireland and the United States. I understand that each client’s financial landscape is unique, and my approach is meticulously tailored to reflect this understanding. From comprehensive investment planning to the meticulous management of risk, my unwavering commitment is to facilitate the efficient and effective achievement of your financial goals.

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Comprehensive Financial Planning:

Whether you are planning for retirement, education, or generational wealth transfer, I work closely with you to develop a comprehensive financial plan. I consider your unique circumstances, risk tolerance, and aspirations, creating a roadmap to secure and enhance your financial well-being.

Tax-Efficient Strategies:

As a client with assets in the United States, tax considerations play a crucial role in your financial strategy. I will help you navigate across borders to implement tax-efficient investment structures and ensuring compliance with US tax laws. By optimizing your tax position, I aim to maximize your after-tax returns and preserve your wealth.

Transparent Communication:  

Transparency and communication are at the core of client relationships. I keep you informed about your portfolio’s performance, changes in market conditions, and any adjustments to your financial plan. My goal is to empower you with the knowledge needed to make informed decisions about your wealth.

Whether you are an Irish resident with assets in the USA or a US citizen navigating international financial waters, I am here to serve as your trusted partner.

Contact me today to schedule a consultation and embark on a journey towards financial success that transcends borders.

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Financial Services available:

  • Individual Retirement Account (IRA)
  • 401 (k)
  • Coverdell Education Plan
  • Section 529 Education Plan
  • Annuity Savings*
  • Life Insurance Options*
  • Brokerage Investment Accounts
  • Transfer of your Overseas Pension

* “Annuity and insurance products in the US are not offered by Ben Buckley and can only be offered and provided by US based licensed insurance professionals.”

“Additional information about Ben Buckley is available on the SEC’s website at www.adviserinfo.sec.gov.”

Advisory services un the United States are offered and provided through Beacon Global Advisory Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training and does not imply endorsement by the Securities and Exchange Commission (SEC) or any state. No promises or guarantees are offered that you will attain your financial or investment goals or objectives.

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