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5 Reasons to Consider Wealth Planning
1. Managing Your Finances It has been our experience that many busy people, no matter how well educated or financially sophisticated, don’t have the time or inclination to effectively manage their own financial affairs. To prepare a financial plan with the same...
Tax Planning
Tax planning and financial planning are closely related to each other because of the significant impact that taxes have upon your finances. Any investment made more attractive by the timing of the profit or the way it is taxed is a tax incentive investment. Tax...
Professional Specialties
As a professional, you need a specialist approach to help you manage your finances. You’ve worked hard to reach your place in your profession. And with the demands of your profession comes unique financial requirements. That’s why Feliciano Financial works with...
College Planning
Achieving your financial goals requires a coordinated, integrated approach. Peace of mind is achieved from knowing that you have planned well. The sooner you start education fund planning the better, since education costs are rising rapidly and aid sources are...