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Investment Planning 101

by Jose Feliciano | Oct 30, 2020 | Investment Planning, Wealth Planning

Are you paying more than you should? How smart tax strategies can affect your portfolio. Because of today’s highly progressive Federal income tax structure, tax planning can be a meaningful way to increase your discretionary income. Many of our expenses are fixed...

Sales Person or Financial Planner

by Jose Feliciano | Sep 18, 2020 | Investment Planning, Wealth Planning

A product salesperson (insurance and securities) who is compensated entirely by the commissions on purchases, or a qualified financial advisor who may charge a fee for the time required to prepare any analysis and develop a report for your consideration. There is...

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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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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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Investment Planning 101

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PODCAST – Live Life on Purpose

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