Financial Blueprint™

Define Tomorrow

  • Simplify the financial planning process.
  • Get financially organized, on track, and in control.
  • Receive a customized Financial Blueprint™.

Click  “Get Started” to schedule your consult today!

Retirement

  • What is your vision for retirement?
  • Does it involve a Long-Term Care Plan?
  • What’s your number?

Click the “Learn More” button and let’s get started on planning your retirement today!

Wealth Management

  • Are your assets protected?
  • Have you saved for college?
  • How are your investments doing?

We have the time to help you manage your wealth.

Insurance

  • Health Insurance
  • Life Insurance
  • Group Insurance

Insurance you’re guaranteed to use.

Long-Term Care

  • We can help protect your assets.
  • We can explain Medicare benefits.
  • We can help set up your policy.

Plan for a long life, then live a long life.

What’s Your Holistic Financial Score?

Take our Free Assessment – Your Financial Future Demands a Holistic Approach

We aspire to be healthier, more productive, to enjoy time with our families, and become more financially secure. But how? Asking yourself 10 simple questions can help you figure out who you are and where you want to go. With our easy to use Financial Scorecard you’ll make important discoveries about where you’re at financially — and what areas to focus on in the future.

START HERE – for a Complimentary Copy of our “Financial Scorecard”.

Wealth Planning

Protect Your Wealth, Grow Your Wealth
Wealth Planning is an opportunity for families to define their values while creating long-term objectives to their wealth, by preserving wealth  and developing an effective approach to pass it from generation to generation.

Life Insurance

Coverage for Individuals and Groups
Life insurance, payable when you die, can provide a surviving spouse, children, and other dependents the funds necessary to help maintain their standards of living, can help repay debt, and can help fund education tuition costs.

Crisis Management

For Urgent Geriatric Long-Term Care
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress for many seniors and their families. We specialize in working with your family attorney on an effective, fully integrated asset protection plan .

Estate Planning

Protect Your Family Fortune
Estate planning can give you peace of mind by planning for the uncertain future events, expressing your wishes, and also potentially avoiding probate and/or estate taxes at your death – include a power of attorney for finances, advance directive, will, and revocable living trust.

Retirement Planning

Enjoy Retirement, Plan Today
Retirement planning is the process of deciding what your retirement goals are and the actions and decisions you need to undertake – by estimating expenses and saving and identifying other sources of potential retirement income.

Group Benefits

Strategies and Options
Many employers are now offering financial planning services as part of employee benefit packages – including paid consultations with financial advisers and assistance with budgeting, long-term financial planning and devising solid investment strategies.

Call us toll free 800-436-1213 today and meet with our Wealth Planning Team.

East Texas’ Premier Financial Planning Firm

Our mission is to inspire and motivate people to be proactive and to live their lives on purpose. We are proud to have served from our home in Tyler for over 30 years.

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 8:00 AM - 5:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

Check the background of your financial professional on FINRA's BrokerCheck