Get educated about your finances.

Whether you are an expatriate hoping to get acquainted with the US financial system, an American who is just starting off, or close to retirement and wondering what your next steps should be, I am here to help. My name is Theo Desmulier and I am a French born Financial Advisor located in Orlando, Florida.

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Recent Posts

December 28, 2020

The Snowbird Lifestyle and Things to Think About

Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one. A different breed than the common American Retiree, the…
Asset ProtectionDivorceEstateInvestmentRetirementTax
November 6, 2020

What to plan financially before, during and after filing for divorce

One of my trusted partners, Arielle Brandt, Divorce Attorney, asked me to write an article on how to approach your finances before, during and after filing for divorce. If you…
Asset ProtectionHigh Income EarnersInvestment
October 29, 2020

Bonds : a commonly misunderstood asset class

Why am I talking about Bonds right now? I usually have conversations with higher net worth individuals (+$1M estate) about their personal finances. They are usually expatriates and they have…

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French Financial Advisor Orlando

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