Free Consultation

Schedule yours today!

  • Retirement Income Planning
  • Asset Management
  • Tax-Efficient Strategies
  • Estate & Legacy Planning

Retirement

  • What is your vision for retirement?
  • Does it involve a Long-Term Care Plan?
  • What’s your number?

Click the “Learn More” button and let’s get started on planning your retirement today!

Wealth Management

  • Are your assets protected?
  • Have you saved for college?
  • How are your investments doing?

We have the time to help you manage your wealth.

Insurance

  • Health Insurance
  • Life Insurance
  • Group Insurance

Insurance you’re guaranteed to use.

Long-Term Care

  • We can help protect your assets.
  • We can explain Medicare benefits.
  • We can help set up your policy.

Plan for a long life, then live a long life.

What’s Your Holistic Financial Score?

Take our Free Assessment – Your Financial Future Demands a Holistic Approach

We aspire to be healthier, more productive, to enjoy time with our families, and become more financially secure. But how? Asking yourself 10 simple questions can help you figure out who you are and where you want to go. With our easy to use Financial Scorecard you’ll make important discoveries about where you’re at financially — and what areas to focus on in the future.

START HERE – for a Complimentary Copy of our “Financial Scorecard”.

The Feliciano Financial Blueprint™

Define Tomorrow

We developed the Feliciano Financial Blueprint™ Process to simplify the financial planning process and help people make smart choices with money.

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.

We create a customized Financial Blueprint™ after every initial consultation.

Get Started

Financial Blueprint

Wealth Planning

Protect Your Wealth, Grow Your Wealth
Wealth Planning is an opportunity for families to define their values while creating long-term objectives to their wealth, by preserving wealth  and developing an effective approach to pass it from generation to generation.

Life Insurance

Coverage for Individuals and Groups
Life insurance, payable when you die, can provide a surviving spouse, children, and other dependents the funds necessary to help maintain their standards of living, can help repay debt, and can help fund education tuition costs.

Crisis Management

For Urgent Geriatric Long-Term Care
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress for many seniors and their families. We specialize in working with your family attorney on an effective, fully integrated asset protection plan.

Estate Planning

Protect Your Family Fortune
Estate planning can give you peace of mind by planning for the uncertain future events, expressing your wishes, and also potentially avoiding probate and/or estate taxes at your death – include a power of attorney for finances, advance directive, will, and revocable living trust.

Retirement Planning

Enjoy Retirement, Plan Today
Retirement planning is the process of deciding what your retirement goals are and the actions and decisions you need to undertake – by estimating expenses and saving and identifying other sources of potential retirement income.

Group Benefits

Strategies and Options
Many employers are now offering financial planning services as part of employee benefit packages – including paid consultations with financial advisers and assistance with budgeting, long-term financial planning and devising solid investment strategies.

Call us toll free 800-436-1213 today and meet with our Wealth Planning Team.

Public Events & Workshops

Our mission is to empower and elevate clients to reach their financial goals. To that end, the Feliciano Financial Group’s focus is to be a lifetime resource for our clients – their trusted source for educational workshops and a social leader in the community.

Contact us today at 903-533-8585 to take advantage of one of our workshops, or to make some memories with friends at our next social event. 

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 8:00 AM - 5:00 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.

DOL ERISA: Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.  Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

Check the background of your financial professional on FINRA's BrokerCheck