Expat Planners

Trips and Services for Americans and Canadians wanting to live in Mexico for: assisted living, retirement, or virtual work 

 

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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 and Canadians 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.

Trips focusing on Assisted Living in Mexico

We provide small trips to the Lake Chapala area. Other locations and types of trips can be arranged on request.

 

Support and Information before relocating

We provide information about residency, different location options, costs, and risks before making the choice to relocate.

Support and Information after relocating

We can provide support to people who have relocated to Mexico. Including: visits in the Lake Chapala area and reporting back to family in the US/Canada, fiduciary services, retirement planning, investment management, estate plan support, taxes, and insurance.

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™

Bill Holliday, CFP®, AIF®, CSRIC™

Tour Guide

Lupita Holliday

Lupita Holliday

Tour Guide

Ivan Sanchez

Ivan Sanchez

Tour Guide

Reach Us

Please Contact Us

Phone, email, zoom meetings, Whatsapp.

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    info@expatplanners.com