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When Life Changes, Your Plan Should Too

You’ve worked hard, saved consistently, and made smart decisions but now you’re facing a new chapter, and your finances feel… scattered.

That’s normal.

Transitions, like retirement, inheritance, divorce, or changing advisors, often come with more questions than answers. And when your life evolves, your financial plan should too.

That’s where we come in.

At Feliciano Financial Group, we help you cut through the noise, find clarity in the chaos, and finally feel like your financial life makes sense again.

You Don’t Have to Figure It Out Alone

You don’t need to know what your retirement should look like. You just need a partner who can help you see it clearly.

We don’t hand you a binder and send you on your way. We coach you through it, asking thoughtful questions, listening closely, and gently drawing out what really matters to you.

You bring the vision (even if it’s still fuzzy). We help you build the plan.

The O.S.C. Method: Organize. Simplify. Clarify.

Our signature process is designed to calm the overwhelm and help you move forward with confidence:

• Organize: All your accounts, documents, and goals, neatly in one place
• Simplify: Strategies that make sense without the jargon
• Clarify: Your next best steps, customized for your life and future

This isn’t just financial planning. It’s peace of mind, in a plan that fits your life, not someone else’s.

Imagine Your Future Like Building a Dream Home

You don’t show up with blueprints, you sit with someone who helps bring your ideas to life. That’s us. Why we have the Feliciano Financial Blueprint.

We guide you, step by step—helping you make the decisions that turn your retirement into a life you actually want to live.

No pressure. Just clarity, coaching, and a process that helps you move forward with purpose.

Who We Help

✅ Retiring Professionals with $1M+ in employer plans

✅ Families navigating change, inheritance, divorce or aging parents

✅ Clients leaving big-box firms like Merrill Lynch/Bank of America or Edward Jones, looking for more

Start With One of Our Signature Offers

🔍 The Retirement Rollover Checkup
Thinking about leaving your job? Let’s walk through what comes next.

🏛️ The Big-Firm Breakaway Review
Still with a big firm? You might be missing more than you think.

📘 The Transition Playbook
A step-by-step guide to get your financial life back on track, organized, simplified, and aligned.

What Would It Feel Like to Finally Be Clear?

Most people wait too long to seek clarity.
But those who do say the same thing:
“I wish I had done this sooner.”

Let’s organize the mess.
Simplify the plan.
And help you feel like you’re back in control.

Let’s talk.