What is “Holistic” Financial Planning?

by | Aug 15, 2024 | Advice, Budgeting, Estate Planning, Family, Feliciano Financial Group, Financial, Financial Planning, Future, Investment Planning, Legacy Planning, Retirement Planning, Tax Planning, Taxes, Wealth Planning

“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...

28. The 10 People You Should Have on Your Retirement Team

by | Feb 16, 2022 | charity, Education, Finance, Financial, Financial Planner, Insurance Specialist, Investing, Investment, Life Coach, multigenerational wealth, Nutritionist, Personal Trainer, Realtor, Retire, Retirement, tax planner

Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family. In this episode, Jose Feliciano and...
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