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 »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
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.
Read more »
Posted by Jerome Perkins | Sep 09, 2026
Healthcare Planning for Retirees in 2026: What It Costs and How to Prepare
Ask most people what worries them about retirement, and the answer is rarely the fun part. It is healthcare. Specifically, the fear of medical costs eating into savings just when…
Posted by Jerome Perkins | Aug 12, 2026
Can You Collect US Social Security While Living in France?
Moving to France is one of the most rewarding decisions an American can make. The quality of life, the healthcare system, the food, the pace of living: it all adds…
Posted by Jerome Perkins | Jul 28, 2026
Why Your US Financial Advisor Cannot Help You in France (And What to Do Instead)
Finding a US financial advisor in France who can genuinely serve your needs is one of the most underestimated challenges of expat life. Most Americans who move to France assume…
Posted by Jerome Perkins | May 06, 2024
CCF’s purchase/acquisition of HSBC France
Are you one of the many clients concerned with CCF’s purchase/acquisition of HSBC France? As of January 1st, 2024, Credit Commercial de France (CCF) has taken over HSBC France’s retail…