Financial Planning for French-American Families
Managing money across two countries is complex. At Oui Financial, we specialize in helping French-American families navigate financial planning with clarity, covering investments, taxes, and retirement in both the USA and France. Our goal is to simplify cross-border decisions so you can focus on building and protecting your wealth.
Book a sessionTax Optimization
Plan for your taxes before filing season. We help clients utilize all available advantages to limit tax liability in France, the United States or any other country.
Stock Options & RSU
We demystify stock options and RSU by explaining what they are and how they work. Then, we define a strategy to invest smarter and meet your goals.
Responsible And Transparent Investments
We invest by default in socially responsible ETFs (exchange-traded funds). You know exactly how we allocate your investment funds.
Accounts in France
Should you have an Assurance Vie, PEL, CEL, PEA, PEE, Livret A, and LDD? We offer advice and answer your questions about the management of your France based accounts.
Accounts in the US
What should you do with your IRA, Roth IRA, 401K, 403b, or 529 accounts? We offer advice and answer your questions about the management of your US based accounts.Retirement
Whether you live in the USA or plan to move to France, we help you prepare for your retirement.
There is no age at which to start preparing for retirement, whether in the United States or France. We explain which retirement account is optimal for your situation, how to invest in these accounts, and the consequences if you leave.
Estate
Estate Protection
We handle the details to protect your estate and ensure your final wishes are known to all heirs.
Inheritance
We help with estate planning and help to ensure your final wishes are followed.
Real Estate
Oui Financial supports real estate projects in France and the United States via our partner network. Real estate diversifies and strengthens your portfolio.
Investments
It’s essential not to have all of your eggs in a single basket. Our specialized financial services for French-Americans help diversify your portfolio (under management or not) in real estate, financial markets, and alternative investments.
Plan for Your Child’s Education
We help you plan for your child’s Education.
Budgeting
Oui Financial helps clients to create and develop a budget that works for them. Let us help you realize your financial goals faster.
Credit Score
Oui Financial helps clients in establishing, building, and improving their credit score. Qualify for better offers, terms, and deals.
You have questions. We have answers.
Our goal is to empower French-Americans to gain greater control of their financial future. We provide clients with the tools and knowledge needed to make smart investment decisions.
