Feliciano Financial Blueprint™ Consultation
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Critical Conversations Series
Business Owners
Will your business and wealth transfer unify or divide your family when you’re gone?
3 Things That Fail
Trust breakdowns, failure to prepare heirs, and no mission statement contribute to wealth transfer failures.
Employee Confidence
Having a legacy plan and communicating it to key employees helps create confidence and eases concerns.
Listen to the exclusive podcast!
Business Owners
by Jose and Jeff Feliciano
Enjoy the remaining 2 Podcasts in the Critical Conversations Series
Fill out the form below to take advantage of our “No-Cost Consultation” and gain access to the other two exclusive podcasts in the Critical Conversation series.
3 Things That Fail
Trust breakdowns, failure to prepare heirs, and no mission statement contribute to wealth transfer failures.
Employee Confidence
Having a legacy plan and communicating it to key employees helps create confidence and eases concerns.
Fair vs Equal
If you have a sibling that contributes to the company and others who do not, avoid future hurt feelings through planning.
Business Heirship
Multiple siblings may have multiple thoughts on continuing the business. Planning now helps to not break up the family later.
Trusted Advisor
We’ve served individuals, families, businesses, and professionals across Texas for almost 40 years.
Advanced Services
From money basics to a complete plan, our job is to organize and simplify your financial life.
Holistic Partner
Pursue your life goals through proper, strategic management of all your combined resources.
Dave Ramsey SmartVestor Pro*
Trusted by Dave Ramsey to help families achieve financial independence.
*This is a lead generation program to which FFG pays a fee to participate in. It is not an endorsement. SmartVestor works with RIAs and advisors with at least two years experience.
Watch to learn more about the Feliciano Financial Group philosophy.
There’s a lot more great content to be had in the midst of these Critical Conversations – click the button below for more exclusive insights from Feliciano Financial Group.