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

Don’t Myth Out on Whole Life

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

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

 

Redefining Retirement Planning

Millennials are redefining retirement planning.

Business Boosters: How to Exit Your Business Successfully

Every business owner needs a plan to exit their business in a way that helps prepare them and the business.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

Gift Giving: Spend Less, Enjoy More

Stressed about the cost of holiday gift giving? You’re not alone.

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

Retirement Planning With Your Special Needs Child in Mind

Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.

View all articles arrow

Annuity Comparison

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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

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

What Is My Current Net Worth?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Principles of Preserving Wealth

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

View all presentations arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

16 Wall Street Cliches in 60 Seconds

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

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Choosing a Mortgage

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

View all videos arrow