Wealth Management for U.S. Expats
Investment management and financial planning firm serving cross-border investors and Americans abroad.
Upcoming Webinar
The PFIC Problem: U.S. Expats Owning Foreign Funds
Join us Friday, March 31, for a free webinar on why expats shouldn’t own PFICs and solutions for investing abroad.
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Reilly Financial Advisors is now Creative Planning
Providing comprehensive wealth management and custom-tailored financial plans so you can enjoy a richer way to wealth.
Helping U.S. expats handle the challenges of living and working abroad.
Creative Planning International provides leading U.S.-based financial advisory services to expats in more than 75 countries. Our team of cross-border wealth managers is uniquely qualified to manage the complex effects living abroad has on your taxes and investments. You’ll benefit from our planning-led approach focused on helping you achieve your long-term financial goals while staying compliant with U.S. laws and regulations.
Wealth Management
We help American expats optimize their investments, taxes and estate plan to work harder, together.
Financial Planning
We provide customized financial plans to help expats navigate the complexities of cross-border investing.
#1 Independent Advisory Firm
(2017)*
Named to Top RIA list
(2014-2020)*
Named To Top RIA LIST
(2013-2022)*
"Creative Planning is at the vanguard of a profound shift in finance."
Latest Insights
Why Every U.S. Expat Needs a Fiduciary Financial Advisor
Use an Expat Fiduciary Financial Advisor for Smart Financial Decisions As a U.S. expat, you’ve likely encountered multiple financial challenges in your time living overseas. From multi-jurisdiction tax complexities to investment restrictions to ever-changing...
Social Security Benefits for Non-U.S. Citizens Living Abroad
Can My Foreign Spouse Receive Social Security Benefits? If you’re a U.S. citizen and qualify to receive Social Security benefits, you can still receive payments while living outside of the U.S. — with some exceptions (see below). And like many American expats who...
Expatriation: Critical Financial Planning and Tax Considerations for U.S. Citizens and Green Card Holders
There are many tax considerations that U.S. Citizens and Green Card Holders should take into account. Learn about some of them in this blog.
The Foreign Earned Income Exclusion
Tax Saving Tips for American Expats Living Abroad If you’re an American living overseas, the foreign earned income exclusion (FEIE) may allow you to avoid paying U.S. federal income taxes on your foreign earnings. As with most U.S. tax provisions, there are some...
6 Things You Should Know as a U.S. Expat Living in Singapore
Moving to Singapore as an American Abroad Singapore remains a highly coveted destination for U.S. expats, brimming with opportunities and fun things to do (see our postscript for a short list of suggestions). Nonetheless, Americans considering a move to Singapura, the...
Reviewing and Organizing Your Beneficiaries as a U.S. Expat
The Importance of Maintaining Updated Beneficiaries for Americans Living Abroad Regardless of where you live, it’s important to maintain updated beneficiary designations to cover your investment accounts, your insurance policies and any other valuable assets. For U.S....
