We help US Expats living anywhere in the world with investments and finances.
We work with people in the process of planning a move out of the country and those already living abroad. We are comprehensive fee only (fiduciary) financial advisors.
We are comprehensive advisors and work with clients on: investment management, retirement planning, tax planning, insurance review, and estate planning.
We are compensated based on the assets we manage or on an hourly basis. We offer a free upfront meeting.
Fee Only Fiduciaries
We are compensated only by our clients (no commissions, no product sales).
Investment Management
We provide custom portfolios to meet your individual needs.
Retirement Planning, Taxes, Estate Planning, Insurance
We are comprehensive advisors helping with all aspects of your finances.
Our Team
We have extensive experience living outside of the US. Let us help you with Expat investment and financial issues.

Bill Holliday, CFP®, AIF®, CSRIC™
Financial Planner

Jason Pfau
Financial Planner

Argentina Rangel
Administrator

Marcela Mendoza
Administrator
Reach Us
We have clients throughout the world
Guadalajara, Mexico
Hermosillo, Mexico
San Salvador, El Salvador
Tucson, AZ
6700 N Oracle Road
Suite 119
Tucson, AZ 85704
(520) 325-0769
Leave A Message
info@expatplanners.com
Guadalajara, Mexico
Tucson, AZ
6700 N Oracle Road
Suite 119
Tucson, AZ 85704
(520) 325-0769