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 Cedric Bernier
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 Cedric Bernier | Dec 26, 2023
How to find a US Financial Advisor in Paris or France
Wondering how to find a US Financial Advisor in Paris or France? If you are an American living in Paris or you plan to relocate to the city of lights,…
Posted by Cedric Bernier | Aug 21, 2022
Financial Planning for American Expats Living in France
Looking for Financial Planning for American expats living in France? France is, for many American expats, a popular retirement destination. France has so much to offer with museums, cafes, amazing…
Posted by Cedric Bernier | Aug 16, 2022
Assurance Vie for French Resident Expats
What is an Assurance Vie in France? Today I will address the benefits of Assurance Vie for French Resident expats. Many countries in Europe have Assurance Vie policies that have…
Posted by Cedric Bernier | Aug 08, 2022
Comparatif Assurance Vie France Luxembourg
Vous recherchez un comparatif Assurance Vie France Luxembourg ? Aujourd’hui, je vais aborder les avantages de l’Assurance Vie Luxembourgeoise pour les résidents français ainsi que de le façon dont elle…