At a certain level of success, your financial life stops being about accumulation of wealth, it becomes about coordination, clarity, and control. You have built a positive financial future, and now the question shifts from “How much do I have?” to “How do I protect it, grow it, and pass it on with purpose?”, we call this Estate/Legacy Planning.
That’s where the Feliciano Financial Group steps in.
For more than three decades, our family-built firm has helped successful individuals, families, medical practice and business owners simplify complexity through holistic financial planning under one roof. We understand that high-net-worth clients don’t need more products, they need a proven process. They need a team of financial planning specialists who think together, not in silos. They need the Feliciano Financial Blueprint.
1. Comprehensive Wealth Management
Why it matters: At higher levels of wealth, investment strategy must coordinate with tax, estate, and cash-flow decisions, we call this Wealth Management.
Our approach integrates portfolio design, alternative investments, and personalized income planning to ensure that every dollar works toward your bigger picture, not just your next quarter’s return.
Why our high-net-worth clients’ care: You’ve already earned your success. We help make sure your money reflects your values and your future, efficiently, intelligently, and without unnecessary risk.
2. Tax Strategy and Optimization
Why it matters: Taxes are often your largest lifetime expense. Why you need Tax Planning.
Our in-house tax team works directly with our investment and estate planners to reduce taxable events, coordinate business structures, and uncover opportunities most miss.
Why our high-net-worth clients’ care: For high-income earners, a coordinated tax strategy can mean saving tens or hundreds of thousands of dollars annually, all while staying fully compliant and proactive.
3. Estate and Legacy Planning
Why it matters: True wealth is measured in impact.
We help clients design plans that protect family values, minimize estate taxes, and transfer wealth efficiently to children, grandchildren, and charitable causes.
Why our high-net-worth clients’ care: It’s about what you leave, it’s about how you leave it.
Our team ensures your legacy reflects your story, not just your balance sheet.
4. Business or Practice Owner Exit Planning
Why it matters: For entrepreneurs, the business is the largest asset. For Medical Professionals it’s about a lifetime of long hours building something that is worth something to pass on.
Our specialists guide business or medical practice owners through valuation, succession, and liquidity strategies, positioning the business or medical practice for sale or transition while protecting personal wealth.
Why our high-net-worth clients’ care: We’ve helped countless East Texas business and medical practice owners move from “hands-on operator” to “financially free leader,” ensuring their next chapter is as rewarding as their career. Sometimes it is family, fishing and golf where the money your worked so hard to accumulate now pays your bills and allows to live your life without working. We call this Retirement Planning.
5. Insurance and Risk Management
Why it matters: High-net-worth families face unique vulnerabilities, from liability exposure to health and longevity risks.
We integrate life insurance, disability insurance, medical or group health insurance, and long-term care insurance coverage into a single, strategic protection plan.
Why our high-net-worth clients’ care: Properly structured insurance isn’t a product, it’s peace of mind. It ensures your lifestyle, your family, and your business are insulated from what you can’t control.
6. Retirement Income and Distribution Planning
Why it matters: Retirement for the affluent is less about “can I?” and more about “how efficiently can I?”, we call this Retirement Planning.
We help structure income streams from diverse sources, pensions, investment planning, real estate, and Social Security, to deliver reliable, tax-efficient income for life.
Why our high-net-worth clients’ care: You’ve worked too hard to worry about running out of money or living below your means. Our process gives you confidence to live fully, a life on purpose.
7. Philanthropy and Purpose Planning
Why it matters: Many of our clients find the greatest fulfillment in giving back.
We design donor-advised funds, family foundations, and charitable trusts that align giving with financial goals.
Why our high-net-worth clients’ care: Purpose multiplies impact. We help you give intentionally, with structure, clarity, and joy.
8. Concierge Client Experience
Why it matters: At Feliciano Financial Group, you’re not passed from department to department, you have a team of teams working seamlessly together.
Our concierge model keeps every part of your plan connected through proactive communication and quarterly reviews.
Why our high-net-worth clients’ care: High-net-worth clients value time more than anything else. We simplify decision-making, so you can focus on living, not managing spreadsheets or multiple financial planners, you are the beneficiary of holistic financial planning.
Our Philosophy: Your Life Is Your House
We believe financial planning should feel like building a house, solid foundation, clear blueprint, and skilled professionals working together toward a shared vision.
That’s the philosophy behind both Feliciano Financial Group and our story, building a better life for all of our clients, providing them with the Feliciano Financial Blueprint
What’s YOUR Next Step?
If you’ve achieved success and want to simplify, protect, and elevate what you’ve built, it’s time for a second opinion. Let’s start a conversation that focuses on what matters most to you. Call us today at (903) 533-8585 or Schedule your FREE Feliciano Financial Blueprint™ consultation with a Certified Financial Planner™ today!
Still want to learn more? Check out:
- Wealth Management Services
- Asset Protection
- Cash Flow Management
- Charitable Tax Deductions
- College Planning
- Investment Planning
- Private Family Foundations
- Professional Specialties
- Tax Planning
- Wealth Planning
This content is for educational purposes only and does not constitute legal advice. Please consult a qualified attorney for legal recommendations. Tax and legal services are not offered by Integrity Alliance, LLC. Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Feliciano Financial Group is not affiliated with Integrity Wealth.
