Many people think of legacy planning as something that happens near the end of life—but at Feliciano Financial Group, we believe it’s something that should begin the moment you start building wealth. Why? Because your legacy isn’t just about money. It’s about values, vision, and the impact you want to make across generations.

Just like the founders of our country adopted the Declaration of Independence that only covered thirteen states but worked well for all fifty that we have now. They created rules and laws as a plan for the legacy that is the United States of America today. Like a blueprint of a house, they created the blueprint for our great nation with the adoption of the Declaration of Independence on this day in 1776.

What Is Purposeful Legacy Planning?
Purposeful legacy planning goes beyond traditional estate planning. Yes, it includes creating wills, trusts, and beneficiary designations. But it also means thinking deeply about what you want your wealth to represent. Do you want to support future generations’ education? Leave a gift to a cause that matters to you? Model stewardship for your children?

Legacy Isn’t Just for the Ultra-Wealthy
Many people assume legacy planning is only for the ultra-rich. But whether you have $100,000 or $10 million, planning how your assets are passed on—and how your family is prepared to receive them—can make a huge difference. In fact, some of the most meaningful legacies come from people who used their wealth, time, or talents intentionally to shape the lives of those around them.

Common Pitfalls We Help Avoid
• Outdated or incomplete estate documents that don’t reflect your current wishes
• Misalignment between financial decisions and personal values
• Heirs who are unprepared to manage wealth responsibly
• Missed opportunities to pass on wisdom along with wealth

How We Help
At Feliciano Financial Group, we work with you to integrate legacy planning into your broader financial picture. That includes:
• Creating or updating wills and trusts with estate attorneys
• Building charitable giving strategies
• Structuring retirement accounts and investment portfolios with tax-smart inheritance strategies
• Having family conversations about values, purpose, and financial education

The Legacy You Leave Starts Now
Legacy is not just about what you leave behind. It’s about the example you set today. The conversations you have, the causes you support, and the way you steward your resources—those are the things your family will remember most.

Let’s make it purposeful, just like the founders of our country did on this date in 1776.

Call to Action:
If you want to start a legacy conversation or ensure your current plan reflects your values, we’re here to help. Schedule a complimentary legacy planning session today.
Click to learn more about Estate and Legacy Planning. Click to schedule your FREE Feliciano Financial Blueprint™ Consultation with a Certified Financial Planner™.
or call us directly. (903) 533-8585