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College Planning

by Jose Feliciano | Oct 23, 2020 | Income Planning, Tax Planning, Wealth 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...

Asset Protection

by Jose Feliciano | Sep 25, 2020 | Tax Planning, Wealth Planning

For professionals, business owners, and high net worth individuals, the danger in leaving assets unprotected is at an all-time high. Although as assortment of speakers refers to array of “bulletproof” strategies, to protect valuable assets, the truth is no such...

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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.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

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