Thun Financial Advisors Information

Thun Financial Advisors is a United State Registered Investment Advisors with clients worldwide. We specialize in meeting the unique investment management and financial planning needs of Americans living abroad. We deliver an integrated service that encompasses all aspects of the client’s finances including: • Investment management • tax strategy • retirement planning • estate planning • insurance • education savings, and • charitable giving. Our investment management process employs an index allocation strategy that delivers superior long-term investment results through broad diversification and tax efficiency. Investment management is complimented with comprehensive financial planning, allowing clients to optimally employ IRAs, Roths, 401ks, 529s and other tax-advantaged investment accounts. Thun Financial delivers all of its 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-US citizen spouses, investing in foreign mutual funds, and self-employment tax and investment issues, to name just a few. Thun Financial operates on a “fee-only” basis which means we are compensated only by our clients. This transparent structure helps ensure that our advice is objective and that our only incentive is to advance the client’s interest.