Feliciano Financial Group
Financial Planning Consultants Insurance Investments Estate Planning
At Feliciano Financial Group, we have spent the past 28 years developing a holistic approach to wealth management that supports our client base as their trusted advisors, ready to assist in the areas of retirement, investments, insurance, business, and tax and estate planning. The pillars of our holistic planning approach are Advance Planning and Client Relationship Management.
ADVANCE PLANNING consists of Wealth Enhancement – helping client's money grow, Wealth Transfer - finding the best ways to transfer your wealth in the most tax efficient way, Wealth Protection – helping protect client's assets from lawsuits and creditors, and Charitable Giving - helping our client's make decisions regarding money, when it comes to charities and organizations they care about.