It’s important to take the time to have important open conversations with your parents about their finances.

In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create structure in your planning and protect your family.

Jose and Jeff discuss: 

  • Why you need to develop a plan for long-term care—even though no one wants to think it will happen to them
  • How to protect your family legacy for generations with proper planning
  • Why you should capture your family stories and history within your overall plan
  • And more


Here is the link to the episode:

16. The Important Conversations You Need to Have with Your Parents — Part Three


The Parent Care Solution- Dan Taylor

Connect With Feliciano Financial Group:

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM - 4:00 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.

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