Retirement should be a time of freedom and fulfillment not a season of tax surprises. Yet, many retirees unknowingly pay more in taxes than necessary simply because their income sources, withdrawal strategies, and planning weren’t coordinated in advance.

At Feliciano Financial Group, our holistic approach to financial planning puts tax strategy at the heart of every retirement conversation. Here’s how we help you make the most of what you’ve earned, without giving more to the IRS than you need to. That’s “Tax Planning”.