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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Bank on Your Good Health

How to lower your risk of chronic illness

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

View all articles arrow

What Is My Current Net Worth?

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

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

Saving for Retirement

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

View all calculators arrow

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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.

5 Smart Investing Strategies

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

View all presentations arrow

Saving for College 101

Here’s a crash course on saving for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Coaches

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

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Don't Myth Out on Whole Life

There are a lot of myths around whole life. Get the facts here.

View all videos arrow