Financial Planning

You have questions. We have answers.

Our goal is to empower French-Americans to gain greater control of their financial future in the United States. We provide clients with the tools and knowledge needed to make smart investment decisions.

We help to ensure that you have all the tax advantages available to you.
We assist in preparing you for your retirement in the United States and France.
We coordinate all the necessary people to organize, document, and protect your family and establish a succession plan.
We help protect your family and plan your children’s education.

We prioritize your financial interests

We don’t sell financial products.

We don’t receive commissions.