Financial Planning can be overwhelming.

We are here to help.

Getting Started

Congrats on getting the process started of organizing your financial plan. We find people can feel overwhelmed with the sheer number of aspects that go into financial planning (insurance, investments, wills & trusts, taxes, etc.). Thankfully, our team can simply and efficiently get it all organized in one place. Watch the video below to get a preview.

How We Work

Getting Organized.

After our initial consultation, we will begin gathering information, statements, and conduct some basic fact-finding to help you get your information up to date in a safe, secure, easy to access location.

What If’s.

Using the information gathered, we play “What If’s” and test and project whether your money can support you in the event of unexpected life-changes, economic changes, or a change in lifestyle.


It’s really that simple, and it is complimentary.

Schedule a Consultation

Schedule your FREE Feliciano Financial Blueprint™ Consultation with a Certified Financial Planner™ today!
Use this form or call us directly at:

(903) 533-8585


The Feliciano Financial Blueprint™

Every decision you make with money affects something else. Achieve simplicity and confidence in your retirement years with a simple process that helps you get organized, on track, and in control of all areas of your financial life. After your initial consultation we will create your personal and customized Feliciano Financial Blueprint™.

Income Planning

You will need to cover expenses with reliability and predictability both in your working life and in retirement. 

  • Income and Expense Analysis
  • Strategies to Increase Income
  • Social Security Maximization
  • Inflation Plan
  • Spousal Plan
Investment Planning

With the Income Plan finalized, we’ll help you create an Investment Plan for the remaining assets that you do not need to draw from on a month-to-month basis.

  • Assessing your Risk Tolerance
  • Adjusting your portfolio to reduce or eliminate fees
  • Risk Reduction
  • Comprehensive Money Management
Tax Planning

Your Comprehensive Retirement Plan must include a suitable strategy to address taxes.

  • Assessing the taxable nature of your current holdings
  • Strategies to include tax-deferred or tax-free money in your plan
  • Strategies to reduce your tax burden
  • Strategies to leave tax-free dollars to your benefi­ciaries
Health Care Planning

We’ll create a plan designed to help you protect yourself against rising healthcare costs.

  • Understanding Medicare Parts A, B, C and D medicine
  • Long Term Care Plan and/or Health Insurance
  • Analyzing Current Health Insurance
Legacy Planning

It’s important to make sure your remaining assets – assets you’ve works so hard for – go to your bene­ficiaries, and not to taxes. By working collaboratively with a qualifi­ed Estate Planning Attorney, our goal is to help you:

  • Review your Will or Living Trusts
  • Maximize your estate and income tax planning opportunities
  • Protect assets in trust and ensure they are distributed to your bene­ficiaries probate free
  • Protect your IRA and qualifi­ed accounts from becoming fully taxable to your benefi­ciaries

Schedule a Consultation

Schedule your FREE Feliciano Financial Blueprint™ Consultation with a Certified Financial Planner™ today!
Use this form or call us directly at:

(903) 533-8585


Not ready to get started?

Need more Information?

Or call 903-533-8585

East Texas’ Premier Financial Planning Firm

Our mission is to inspire and motivate people to be proactive and to live their lives on purpose. We are proud to have served from our home in Tyler for over 30 years.

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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