Financial Planning can be overwhelming.
We are here to help.
The Feliciano Financial Blueprintâ„¢
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 Blueprintâ„¢.
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.
You will need to cover expenses with reliability and predictability both in your working life and in retirement. 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. Your Comprehensive Retirement Plan must include a suitable strategy to address taxes. We’ll create a plan designed to help you protect yourself against rising healthcare costs. It’s important to make sure your remaining assets – assets you’ve works so hard for – go to your beneÂficiaries, and not to taxes. By working collaboratively with a qualified Estate Planning Attorney, our goal is to help you: 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?
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Income Planning
Investment Planning
Tax Planning
Health Care Planning
Legacy Planning
What's your Blueprint?

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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.