Understand how each other views investment risks as you work together to create a unified financial plan.
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by Jose and Jeff Feliciano
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95% of People...
aren’t organized in areas of financial planning. We can help you review your portfolio and tie them together.
Teaching the Kids
our children need to understand the importance of budgeting and credit. Help them in their financial future.
We’ve served individuals, families, businesses, and professionals across Texas for almost 40 years.
From money basics to a complete plan, our job is to organize and simplify your financial life.
Pursue your life goals through proper, strategic management of all your combined resources.
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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.