Expat Planners
Fee-Only Financial Planners – independent, comprehensive, personal financial planning firm held to a fiduciary duty. Helping Americans’ financial future outside of the US.
Why Relocate to Mexico
- Costs: long term care costs between $1,500 to $2,000 per month in Mexico – compared to $4,000 to $6,000 in the US.
- Care for yourself, or your loved ones, without going broke.
- Great support: English speaking, better nurse to patient ratios than most US facilities.
- Great weather: Lake Chapala has some of the best year round weather anywhere.
- Convenient location: near international airports, world class health care.
- Expat community.
We help Americans who want to live Mexico
- Trips to expat hotspots in Mexico. Current trips focus on assisted living and medical services available.
- We offer information about the residency process.
- We can provide follow-up support once you or your loved ones are in Mexico.
Investment Management
Retirement Planning
Tax Planning
Insurance Analysis
Estate Planning
Impact Investing
Our Team
We have extensive experience living in Mexico. Let us help you decide if Mexico is a good fit for you or your loved ones.
Bill Holliday, CFP®, AIF®, CSRIC™
Tour Guide
Lupita Holliday
Tour Guide
Ivan Sanchez
Tour Guide
Reach Us
Please Contact Us
Phone, email, zoom meetings, Whatsapp.
Tucson, AZ
2531 E Richards Pl
Tucson, AZ 85716
(520) 979-2213
Leave A Message
info@expatplanners.com
Tucson, AZ
2531 E Richards Pl
Tucson, AZ 85716
(520) 325-0769