Refer
Friends & Family
Help us help others
At Feliciano Financial, everything we do is rooted in service. We believe real planning happens through relationships—and the greatest compliment we ever receive is the trust of a referral.
Over the years, we’ve helped individuals and families bring order to uncertainty, make empowered financial decisions, and create lasting peace of mind. Many of our clients have told us, “I wish I had known about you sooner.” That’s exactly why this page exists.
Who Might Need Our Help?
You may know someone facing a turning point or carrying questions they don’t yet know how to ask. These moments are where we do our best work.
We’re especially equipped to help people who are:
– Navigating the loss of a spouse or parent
– Going through a major life or health transition
– Thinking about retiring—but unsure what that looks like
– Feeling overwhelmed by decisions around long-term care
– Wanting to preserve assets or reduce tax burdens
– Looking for a partner to help them see the full financial picture
What Happens When You Refer Someone?
When you share our name, we treat it with the same care you would.
Here’s what happens next:
1. We reach out with warmth and zero pressure—just a gentle invitation to talk.
2. If they’re open to learning more, we’ll offer to connect at their pace: by phone, in person, or at an event.
3. Whether they choose to work with us or not, they’ll walk away with guidance, not a sales pitch.
There’s never any obligation—just a commitment to serve well, listen closely, and offer clarity in moments that matter.
Why It Matters
Your referral may be the turning point someone didn’t know they needed.
Whether they’re dealing with loss, navigating a transition, or simply feeling unsure where to begin—we’ll meet them where they are, and help them find what’s next.
Because at Feliciano Financial, we don’t just help with money—we help people live life on purpose.
Introducing a referral program to share the financial confidence you’ve gained with the people you love.
We owe a great deal of success, growth and ability to uphold one of our core values— helping others—to clients just like you.
Clients who refer individuals or couples who become clients will automatically be added to the program.
Here are a few ways you can refer friends or family to Feliciano Financial:
- Gift a copy of Jose Feliciano’s best-selling book, Passion for Possibility.
- Invite your referral(s) to an upcoming dinner seminar, and join them too!
- Bring your referral(s) along to an upcoming client appreciation event.
📞 Call us at 903-533-8585
📥 Or submit a referral using the form below:
Get Started
One of East Texas’ Premier Financial Planning Firms
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.