Creative Planning International fka Thun Financial

Creative Planning International (formerly Thun Financial) provides investment management and financial planning services for American expats and cross-border families around the world. We deliver an integrated service that encompasses all aspects of our clients' finances, including:

• investment management
• tax strategy
• retirement planning
• estate planning
• insurance
• education savings, and
• charitable giving.

Creative Planning International delivers our services with special attention to the unique legal, tax and personal issues confronting Americans abroad. Matters we commonly advise on include currency exposure management, tax and planning implications of non-U.S. citizen spouses, investing in foreign mutual funds, and self-employment tax and investment issues.

Creative Planning International operates as a fiduciary to our clients. Our transparent structure helps ensure that our advice is objective and that our only incentive is to advance the client’s interest.