| We help
medical professionals make smart choices about their money
so they can enjoy the financial success they deserve.
We understand while doctors may be capable
of making good financial choices, the pressure of their practice
does not allow them the time needed to do proper financial
planning. Many physicians work long hours, are committed to
their patients, and earn a good income; unfortunately, many
have little time to educate themselves, protect their assets,
minimize their taxes, and maximize their retirement and pension
plans. Over the years we've helped many physicians create
plans for their careers, practices and lives.
Our solution...
Feliciano Financial's Wealth
Management System for Physicians
Click
here for a detailed presentation of our Wealth Management
Service for Physicians.
Ultimately, by delegating
all or part of your financial and/or business practice planning
to us, you’ll be able to maximize the value of your
career and your business by focusing on your core competencies
while we focus on ours! Our focus is to help you answer and
plan ahead for the following significant question about your
career, practice and your life.
What’s important
about success to you?
We can help you plan well for work and
life including:
ASSET PROTECTION
& ESTATE PLANNING
America is home to over 94% of
lawsuits in the world today. As a physician you are currently
the target of the “Lawsuit Lottery” which could
result in complete financial devastation. At Feliciano Financial
Group, we believe that the best protection is achieved by
using a layered approach. By carefully using Family
Limited Partnerships (FLP), Limited Liability
Companies (LLC), Multigenerational Dynasty
Trusts, Qualified Personal Resident Trusts
(QPRTs) and other techniques, these asset
protection and estate planning strategies can protect your
wealth and your family from financial hardship. Also, by properly
structuring and integrating the above concepts, wealth erosion
by taxation can be substantially reduced.
RETIREMENT
& PENSION PLANNING
Planning ahead for your retirement, no
matter how many years away it may be, can get lost in the
priorities of managing a medical career and/or practice. We'll
make sure you've planned well according to your life values
and goals along with your professional goals. We'll take a
look at traditional financial planning alternatives plus 419
plans, 412 (i) plans, Employee Stock Ownership Plans (ESOP)
and Premium Financed Life Insurance.
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