Feliciano Financial Blueprint™ Consultation
Schedule your FREE consultation with a Certified Financial Planner™ today!
Use this form or call us directly at:
(903) 533-8585
Investment Planning 101
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...
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...
Charitable Tax Deductions
Congress has long recognized the need for public support of charitable religious organizations and has provided favorable tax treatment for gifts to organizations that the Internal Revenue Service determines to be qualified charities. Lifetime gifts to qualified...
Cash Flow Management 102
A cash flow plan functions best if it reflects your goals, whether long-term or short-term. The purchase of a pleasure boat in three years or the decision to remodel your basement next winter should influence your cash flow plans. The goals that you have already set...
