Expat Planners is a fee only financial planning firm held to a fiduciary duty.  We do not receive commissions or sell products.

We have clients throughout the US

We meet with clients in person and using internet meetings where we can share screens. We use secure email, dropbox, and phone.

We regularly travel throughout the US to visit clients anywhere if in-person meetings are desired.

Contact Expat Planners

Click here to schedule a free meeting with Bill Holliday, CFP.

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