East Texas Financial Planning and Wealth Management from the Feliciano Financial Group - Financial Advisors
Feliciano Finacial Group Tyler Texas
Feliciano Financial Group

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.

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CLIENT RELATIONSHIP MANAGEMENT consists of Relationship Management - where we act as our client's family CFO. They tell us what is important to them, and where they would like their finances to be in the future, and we help them get there.  Professional Relationship Management - refers to our close team of professionals that specialize in different areas, and our ability to act as the trusted advisor reviewing and organizing their existing retirement, insurance, tax and estate planning, and investment programs - acting like an orchestra's conductor, getting each part of our client's financial diversity to play in unison.

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Public Events & Workshops
Open House - Event
Tuesday, Jan 31st 2012
5:00pm – 7:45pm

2600 Ridge Rd Ste 102 
Rockwall, TX 75087

Come enjoy our open house at our
Rockwall TX location.

Hosted By: Brad Epstein and Mike Kolacz

RSVP Required - Register Now!
Navigate Thru Troubled Times - Workshop
Tuesday, Jan 31st 2012
6:00pm – 8:30pm

The Villa Montez
3324 Old Henderson Highway
Tyler, TX 75707

Sponsored By: Jackson National
Hosted By: Jeff Feliciano
Guest Speaker: Jeff Feliciano, CFP


RSVP Required - Register Now!
Navigate Thru Troubled Times - Workshop
Thursday, Feb 9th 2012
6:00pm – 8:00pm

Papacita's
305 W Loop 281 # 100
Longview, TX 75605

Sponsored By: Jackson National
Hosted By: David Carr
Guest Speaker: Jeff Feliciano, CFP


RSVP Required - Register Now!
Navigate Thru Troubled Times - Workshop
Thursday, Feb 21st 2012
6:00pm – 8:00pm

Coyote Sams
5424 Old Jacksonville Hwy
Tyler, TX 75703

Sponsored By: Jackson National
Guest Speaker: Jeff Feliciano, CFP, CLU, ChFC


RSVP Required - Register Now!
RSVP: 903-526-1918
Register Now!
Presentations
Wealth Management System Click to watch a
presentation on our
Wealth Management System
Newsroom
Jose Feliciano - MDRT Mentor Speech Video Click to Watch Jose Felilciano's "Moved by Mentors " speech at the MDRT’s 84th annual meeting in Atlanta.
Just Published
Passion for Possibility Passion For Possibility
Moving beyond believing…INTO KNOWING

Passion for Possibility invites you to look at the world through...

Learn More


Past Events Photo Gallery
Click to view our Past Event Photo Gallery
Click Here
to view pictures from some of our past events!
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