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

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

All Under One Roof

All Under One Roof

Consolidating your assets onto one platform can reap multiple benefits.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Do You Know the Whole Life Story?

Whole life insurance can help to diversify a financial portfolio.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

View all articles arrow

A Look at Systematic Withdrawals

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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

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

Can I Refinance My Mortgage?

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

Comparing Mortgage Terms

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

What Is My Current Net Worth?

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

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

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

View all presentations arrow

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Once Upon a Goal

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

View all videos arrow