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.


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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 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™

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.

Tucson, AZ

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