Broker Check
Une expertise globale Une équipe dédiée et un réseau d’experts Une approche personnalisée Notre engagement au service des Français aux États-Unis

USAFrance Financials vous accompagne aux États-Unis

USAFrance Financials se spécialise dans la gestion privée et patrimoniale et vous offre les avantages et services d’un cabinet à taille humaine, ainsi que les ressources de grandes institutions. Grâce à une compréhension unique des défis liés à une implantation durable ici aux États-Unis, nous vous permettons de gérer toutes les problématiques pouvant affecter votre futur financier: succession, retraite, placements, stratégies fiscales et prévoyance.

Dans un environnement fiscal, juridique et financier de plus en plus complexe - Expertise, Rigueur et Maîtrise sont clés. Nous sommes en mesure de vous apporter des solutions ad hoc à votre situation au sein d’une architecture ouverte, flexible et portable.

Nous vous encourageons à contacter notre équipe et serons heureux de pouvoir vous accompagner et de jouer un rôle déterminant à chaque étape de votre vie en Amérique.

"Tout objectif sans plan n’est qu’un souhait" ~ Antoine de Saint-Exupéry

Contact Us

Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

 

Infographic: The ABCs of Financial Literacy

So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The 12 Steps to Living Confidently: Define Your Life Goals

It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow