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.
Guadalajara, Mexico
Hermosillo, Mexico
San Salvador, El Salvador
Tucson, AZ
6700 N Oracle Road, Suite 119
Tucson, AZ 85704
(520) 325-0769
Contact Expat Planners
Click here to schedule a free meeting with Bill Holliday, CFP.
Guadalajara, Mexico
Tucson, AZ
1860 East River Road
Suite 112
Tucson, AZ 85718
(520) 325-0769
Hermosillo, Mexico
San Salvador, El Salvador
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