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.
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What we're about…
Keeping it simple
We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
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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…