Financial Planning can be overwhelming.

We are here to help.

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™.

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

What will your Blueprint look like?

To Schedule a Consultation or learn more about any of our services, click the image. Income Planning, Investment Planning, Tax Planning, Health Care Planning, and/or Legacy Planning.

What will your Blueprint look like?
Schedule a Consultatation Income Planning Investment Planning Tax Planning Health Care Planning Legacy Planning What's your Blueprint?

Schedule a Consultatation



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

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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

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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

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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

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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

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What's your Blueprint?

To Schedule a Consultation or learn more about any of our services, click the image. Income Planning, Investment Planning, Tax Planning, Health Care Planning, and/or Legacy Planning.

Not ready to get started?

Need more Information?

Contact Us

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.

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