An investment management and financial planning firm serving cross-border investors and Americans abroad. Thun Financial Advisors is a Creative Planning team of cross-border specialist wealth managers and financial planners that work with American citizens abroad and international families in more than 65 countries.
David Kuenzi, CFP and Roger Healy, CFP of Thun Financial a Division of Creative Planning present on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders. This webinar will help Americans abroad understand these complexities from a financial planning perspective by covering:.
David Kuenzi, CFP and Roger Healy, CFP of Thun Financial a Division of Creative Planning present on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders. This webinar will help Americans abroad understand these complexities from a financial planning perspective by covering:.
Services
Thun Financial Advisors is a Creative Planning team of cross-border specialist wealth managers and financial planners that work with American citizens abroad and international families in more than 65 countries. Thun clients reside around the globe and throughout the U.S. Our advisors, like our clients, hail from many different countries.
Provides integrated financial planning and investment management for Americans abroad and cross-border families inside and outside the U.S. We analyze our clients' entire financial picture and goals and direct their investments accordingly. Total transparency is crucial. You should know the fee you are paying for advice, and you should know exactly what you are getting in return.
Thun Financial, a division of Creative Planning, has a new Client Portal powered by ORION. Thun Financial's Legacy Client Portal is powered by ShareFile - a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of our clients and your advisors.
At Thun, our investment strategy is predicated on what we call the Four Pillars of Long-term Investment Success. We apply a global asset allocation investment strategy using cost and tax efficient exchange traded funds (ETFs) diversified across global stock, bond and real estate markets. Each client portfolio maintains risk levels and currency exposures appropriate to the client's unique circumstances.
Thun Financial Advisors produces proprietary expat financial research articles that address key topics related to investment management and financial planning for Americans living abroad and also publishes other expat financial research articles for foreigners in the United States. Interactive webinars presented by David Kuenzi and the Thun Financial team are key teaching and learning tools for our research.
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