Thun Financial and Creative Planning

Thun Financial and Creative Planning

This is an American expat financial advisor that has the biggest financial planners in over 65 countries.

Most importantly, Creative Planning is a nationally recognized independent wealth management firm in America, with over $90 billion in assets as of June 30, 2021. 

Their advisors have expertise in cross-border investing, planning, tax, and compliance.

Thun Financial Services

Financial Planning

With their sophisticated softwares and detailed financial information, they help you answer questions like; How much will I need at retirement to maintain my lifestyle? How much must I save between now and then to reach that goal? What risk will there be that my assets may not be enough to maintain that lifestyle throughout my retirement?

You will be getting financial advise on

  • Investment Management
  • Cross-Border Tax Strategies
  • Estate Planning and Trusts
  • Retirement Planning
  • College Financial Planning
  • Risk Management and Asset Protection

International Wealth Management

They deliver their services with special consideration for the unique legal, tax, and personal issues confronting Americans abroad. As a fiduciary, they are legally bound to provide advice in your best interests. Matters they commonly advise on include:

  • Currency Exposure Management
  • Tax and Planning Implications of Non-U.S. Citizen Spouses
  • Investing in Foreign Mutual Funds
  • Self-Employment Tax and Investment Issues

Also, they help cross-border families navigate U.S. tax laws (such as the Foreign Account Tax Compliance Act, or FATCA), report foreign investment income, and file tax treaty claims.

They charge a straightforward fee based on the assets we manage on your behalf.

Provider Information
Provider Name
Thun Financial and Creative Planning
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