Personal Services

Balancing work, family, and lifestyle is challenging enough.

Let USAFrance be your team leader, synchronizing all financial actors of your life, and a personal coach guiding you through all major decisions and life events that affect your future such as:

Retirement

Estate Planning

Insurance

Wealth Management**

College Planning

Cash Reserve

Benefit Review

French Retirement Projection*

Health Insurance*

Home and Car Insurance*

Estate- Testamentary Documents*

ISF Declaration and French Taxes*

Relocation Services*

Our Method:

Your satisfaction is our priority.

1. We offer a first meeting with no obligation on your end, where we will raise an audit of your assets and establish your objectives.

2.A second meeting will follow, still at no cost to you, to present the strategic recommendations and potential exposures to your personal and family plan.

**Wealth Management offered through Park Avenue Securities

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice domestic or abroad. Consult your tax, legal, or accounting professional regarding your individual situation.