Mission & Commitment
Our Mission
At USAFrance FinancialsTM, we believe in maximizing one's potential. Our firm was created on the premise that planning for foreigners in the United States requires more enhanced skills and solutions than for the typical American. Whether your stay is of a permanent nature or still undecided, an expatriation to the US creates unique key financial challenges.
Thanks to our experience and global approach, we can help provide you with a concrete road-map and together with you, build a flexible and portable financial framework in-line with your objectives.
"Our entire team is dedicated to deliver specialized financial advice and high-level service in the most ethical manner. Putting our client's interests first, prudence, the pursuit of excellence, simplicity, and transparency are the guiding principles we live by at all times."
Cedric Sage, CEO and Founder of USAFrance Financials GroupTM.
Our focus is comprehensive planning, not just investment management.
Our clients are seeking a long-term advisory relationship, rather than a one-time consultation.
Our planning model accommodates expected and unexpected life transitions: Retirement, Medical, Emergencies, Death of a Loved Ones, Liquidity Events, Inheritances.
We design plans that are tailored to your needs, your risk tolerance and your future goals. Before investing your money, we make certain you understand and agree with the strategies discussed, and that these are aligned with your objectives.