150 South Warner Rd
King of Prussia,
Cell: 510-859-8108Fax: 610-293-8399michael.elie@USAFranceFinancials.com
Michael Elie, MBA, was born on the old continent, more precisely in France. Michael graduated from ESCI International Business School in Lyon III. Michael obtained his Master of Business and Administration in 2004 with a major in Business Management in the food industry.After living and working in the United States for over 11 years, Michael saw a lack of structure and guidance regarding benefits and retirement planning. He worked in the property and casualty insurance industry which introduced him to people who needed support structuring their personal goals. He joined the financial services industry in 2021 to help guide families and small businesses in protecting and planning their future. In 2022 Michael decided to join USAFrance Financials to help the french community in USA optimizing their finances.Celebrating this year its tenth anniversary, USAFrance was created in 2010. USAFrance is a financial services firm specialized in the needs of the French community residing across the United States. USAFrance guides and helps about 400 families make the key-decisions affecting their financial future when it comes to managing their wealth, international estate planning and asset transfer, retirement, investments, as well as family protection.Michael prides himself in getting to know each client so he may understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current, and more importantly, future needs. His combination of experience, professionalism, and access to a wide variety of products and services help clients meet their financial goals, estate strategies, and insurance needs. He offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:- Retirement income solutions- Estate strategies- Employee benefit and retention services- Business continuation strategies
Retirement and Quality of Life
Risk Tolerance: What’s Your Style?
Retiring in a Post-Pandemic World
Michael Elie is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0M37537.