Thun Financial Advisors

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.