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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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.
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Posted by Jerome Perkins | Jul 21, 2026
Cross-Border Retirement Planning in France 2026: The Complete Guide for American and British Expats
Cross-border retirement planning is not simply retirement planning with a passport. It is a fundamentally different discipline that requires coordinating income sources, tax systems, currencies, and legal frameworks that were…
Posted by Jerome Perkins | Jul 07, 2026
U.S. Retirement Accounts When Moving to France: Your Complete Planning Guide
Moving to France is one of the great life decisions. The food, the pace, the culture, the countryside. But tucked inside that move is a set of financial decisions that…
Posted by Jerome Perkins | 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…