Retirement Planning

What will your retirement look like?

Even if you’re among the most methodical, conscientious savers, planning your financial future poses a daunting challenge. That’s why many investors throughout Texas chose the Feliciano Financial Group to help them achieve their retirement goals.

Take back control of your financial future.

It’s not just about your money, it’s about your life. Feliciano Financial professionals understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, our team of Certified Financial Planners™ can help you get the right information so you can make the best decisions for your financial future. Here’s what’s included in your free assessment:

  • Clearly define your financial and retirement plans, goals, and objectives
  • Strategies to increase income
  • Strategies to minimize taxes
  • Assess portfolio for alignment of financial goals with investments
  • Create realistic expectations

Even if you’re among the most methodical, conscientious savers, planning your financial future poses a daunting challenge. That’s way many investors throughout Texas chose the Feliciano Financial Group to help them achieve their retirement goals.

Traditionally, financial planning has been focused on rate of return, risk and reward analysis and ultimately, setting up a suitable plan geared toward achieving the client’s goals. However, as one moves into retirement, there should be a fundamental shift from the stage of accumulating assets and taking higher risks for higher returns to that of protecting one’s assets. The foundation for setting up a retirement plan that provides confidence about your retirement savings is helping make sure your goals for retirement won’t be derailed by a volatile stock market or unforeseen long-term care expenses.

Our Holistic Approach

Our holistic approach to retirement planning is all about problem-solving and helping individuals achieve the quality of life they desire in retirement. During our first meeting, one of our main objectives is to help define and clarify the goals each individual has for their retirement as they move forward.

  • What do they want out of retirement?
  • What do they want their retirement assets to do for them?
  • How much income will they need to live the kind of life they desire?
  • How much risk do they want to take with their investments?

We have found that many of the goals for retirees are similar in nature, however we have also found that most people have specific hopes and dreams they want to achieve in their golden years. That is why it is critical to set up a Personal Retirement Income Plan designed specifically for you.

Feliciano Financial has been helping people to get more out of their retirement since 1983.

Call us toll free 800.436.1213 today and meet with our Retirement Planning Team

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Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM - 4:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

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