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

Uncommon Knowledge for Your Life

Uncommon Knowledge for Your Life

See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.

Global and International Funds

Global and International Funds

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

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles arrow

Should I Buy or Lease an Auto?

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

Can I Refinance My Mortgage?

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

Bi-Weekly Payments

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

Comparing Mortgage Terms

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

An Inside Look at Retirement Living

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

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

View all presentations arrow

Ready for Retirement?

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

When Special Care Is Needed: The Special Needs Trust

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

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow