International Financial Planning
Personalized recommendations to help you reach your goals, wherever you call home.
Customized Financial Plans Specifically Designed for Your Global Life
At Creative Planning International, we believe a financial plan is the foundation on which financial success is built. That’s why your dedicated team takes time to get to know you, your family and your goals to build a comprehensive plan that fits your international lifestyle.
Integrating Every Aspect of Your Financial Life:
- Investment Management
- Cross-Border Tax Strategies
- Estate Planning and Trusts
- Retirement Planning
- College Financial Planning
- Risk Management and Asset Protection
TAKE A CLOSER LOOK
We Help You Navigate Complex International Tax Laws
Life can pull you in many different directions, and it’s not always easy to find time to sift through the details of international tax law. That’s why our experienced team of international tax and financial planning advisors makes the planning process as simple and streamlined as possible. We’ll do the heavy lifting so that you’re free to enjoy life abroad, both today and long into the future.
Ongoing, Proactive Support for Your Changing Needs
Once your financial plan is up and running, we’ll consistently monitor it, adjusting as necessary to keep up with your ever-evolving life and goals. We’ll touch base with you regularly to discuss how new international tax treaties, economic factors and changes in your personal financial situation may impact your plans.
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...
Expat Checklist: Financial Checklist Tips for U.S. Expats Moving Abroad
Don’t Move Overseas Before Taking Care of These Financial Tasks If you’re considering a move overseas, it’s important to be financially prepared. As a U.S. expat living abroad, you’ll still need to file taxes in the United States, but that’s not your only financial...
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...
Why Have an International Financial Advisor?
Our planning-led approach not only allows you to receive comprehensive advice that’s in your best interests but also allows you to:
- Make better, more informed decisions across your entire financial life
- Remain in compliance with international tax laws
- Help keep more of your wealth by minimizing cross-border taxes
- Identify and avoid risks that could erode your wealth
- Save and invest appropriately to achieve your goals
- Assess your progress on a regular basis
Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
