Feliciano Financial Group

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

Podcast: Play in New Window | Download
Subscribe: RSS | More

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.
FFG Trusted Advisor

Trusted Advisor

We’ve served individuals, families, businesses, and professionals across Texas for almost 40 years.

FFG Advanced Services

Advanced Services

From money basics to a complete plan, our job is to organize and simplify your financial life.

FFG Holistic Partner

Holistic Partner

Pursue your life goals through proper, strategic management of all your combined resources.

FFG Dave Ramsey Certified

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.