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.



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
Social Security Workshop
Tuesday, August 26, 2014
6:30 pm - 8:00 pm

East Central University
Oklahoma Room
1100 East 14th St.
Ada, OK 74820

Guest Speaker: Montie Brown
Hosted by: Jim Cawthon

Learn More »

ERISA's Impact on Employers
Wednesday, August 27, 2014
11:30 am - 1:00 pm

The Potpourri House
3320 Troup Hwy
Tyler, TX 75701

Guest Speaker: Gentrie Pool
Hosted by: Brenda Davis

Learn More »

Client Appreciation Brunch
Wednesday, September 3, 2014
10:00 am - Noon pm

Hollytree Country Club
6700 Hollytree Drive
Tyler, TX 75703

Hosted by: Stacy Hayes

Learn More »

RSVP: 903-526-1918
Register Now!

Past Events Photo Gallery
Click to view our Past Event Photo Gallery
Click Here to view pictures from some of our past events!
Presentations
Wealth Management System Click to watch a
presentation on our
Wealth Management System
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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.
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Passion for Possibility Passion For Possibility
Moving beyond believing…INTO KNOWING

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

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