What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Articles by Eric Frison
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Eric Frison | Jan 20, 2025
As a French expat, do my years working in the US count towards my French retirement?
Are you looking forward to a peaceful retirement back in France after a career in the United States? Are you worried that your American social security contributions won’t be included…
Posted by Eric Frison | Jan 14, 2025
Is there a way to avoid French inheritance taxes?
Are you an American considering the move to France, but looking for a way to avoid the steep French inheritance tax? An effective solution is Monaco, and its very favorable…
Posted by Eric Frison | Dec 16, 2024
How to invest as an American living in France – comprehensive guide
Wondering how to invest as an American living in France? Are you overwhelmed by the French investment options as well as the stringent US restrictions ? US expats living in…
Posted by Eric Frison | Dec 02, 2024
Tax-Free Roth Conversions for US Expats
Are you a US expat living overseas looking to do a Roth conversion? Did you know there is a way for Americans to do tax-free Roth conversions when living overseas?…
Posted by Eric Frison | Nov 25, 2024
Stocks or Bonds? – Investment basics
Are you new to investing and wondering what is the difference between stocks and bonds? Are you also wondering which one to invest in? Stocks and bonds make up the…
Posted by Eric Frison | Nov 18, 2024
US retirement accounts for American expats in France
Are you wondering what retirement accounts are available for American expats in France? Do you already have a 401k or IRA from a previous employer in the US? Or, are…
Posted by Eric Frison | Nov 12, 2024
Can Americans move to France?
Are you wondering if it’s possible for Americans to move to France? The answer is…yes! While it’s wise to be aware of the risks and challenges associated with moving overseas,…
Posted by Eric Frison | Oct 17, 2024
What is ESG? – Investment Basics
What is ESG, and why is it important to investing? The world of finance is full of acronyms, and ESG – Environment, Social, and Governance – is finding itself more…
Posted by Eric Frison | Sep 23, 2024
Investment Basics: What Is a Custodian bank?
Are you new to investing and was wondering: what is a custodian bank? Many new investors get lost in the terminology and the way investment accounts are set up. A…
Posted by Eric Frison | Sep 16, 2024
How to live in France Tax-Free
Wondering how to live in France Tax-Free? Are you an American “taxbird” living in France, constantly returning to the US every six months to avAre you an American thinking of…