23. The End of Year Review Process

Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more.  But more often than not, what people don’t realize is sometimes the most important review that you can do is at the end...

22. Planning for the Unexpected, Part Two

If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. In part two of this series, Jose Feliciano and Jeff Feliciano continue...

21. Planning For The Unexpected, Part One

If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. But, do you have a structured plan in place to prepare for the...

19. Five Key Steps to Take Before You Retire

Don’t make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement. Jose and Jeff discuss: Why...
Call Now!
Give us a little info, get a lot in return.
Sign up to receive news, notices of events,
and financial resources,
Schedule your FREE Feliciano Financial Blueprintâ„¢ Consultation
with a Certified Financial Plannerâ„¢.
Use this form or call us directly.

(903) 533-8585

Use the form to attach a resume and send to HR.
All info is kept confidential.
You will be notified in a timely manner.