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Cash Flow Management 101

by Jose Feliciano | Oct 9, 2020 | Income Planning, Wealth Planning

Every successful business relies on a financial system to carefully control income and expenses. A business must have a system to know its present financial status, and more important, to plan for its future financial moves. A corporation cannot place a $40,000...

Now What? COVID and Your Money

by Jose Feliciano | Sep 12, 2020 | Income Planning, Wealth Planning

“The best laid schemes of mice and men go often askew” – Robert Burns, To a Mouse. We are meeting with lots of East Texans these days who have been thrown a financial curve-ball. There isn’t a person on the planet who could have predicted all the twists and turns our...

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PODCAST – Live Life on Purpose

Financial Considerations While Navigating Divorce (Ep. 36) August 17, 2022
Young Families: Learn How To Plan Your Future (Ep. 35) June 29, 2022
Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) June 15, 2022

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Tyler Office | 1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340 | Mon-Fri: 9:00 AM – 4:00 PM | Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

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Cash Flow Management 101

Now What? COVID and Your Money

PODCAST – Live Life on Purpose

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