Medical Practices & Expertise

At Feliciano Financial we have specialized expertise and knowledge in helping doctors build, maintain, and protect wealth. Our experience serving the medical community means we understand the issues you and other physicians face today. We advise all doctors whether residents, attends or chief executives in all specialties. We can guide your financial future no matter what career stage you are in.

Practicing Physicians

Medical professionals have unique financial, tax and legal needs that are best addressed through a comprehensive financial plan. We have the expertise to coordinate your unique needs with your goals and assets.

Residents and Fellows

Training years can be hard fought in time, energy, resources and money, but financial planning during this time can be paramount to your financial future. Many of our clients today began a planning relationship as residents and fellows giving them a head start entering into an attending position.

Medical Practices

Today's medical practice must be highly efficient organizations to maintain margins and provide the partners with competitive income and benefits. We help physicians get the most out their practice and maximize the opportunities available to them as business owners.

We Can Help

Our firm is a family organization deeply embedded in the community. We maintain the freedom and flexibility that allows us to always serve our clients' best interests. Simply put, we represent our clients, not the insurance carriers or investment companies. We believe our commitment to honest comprehensive financial guidance is what sets us apart from the rest.

 

  • Holistic Planning
  • Health Insurance
  • Retirement Planning
  • Life Insurance
  • Long Term Care Planning
  • Crisis Management
  • Tax Planning
  • Estate Planning
  • Wealth Planning
  • Business Planning
  • Benefits for Employees
  • Employee Advocacy
  • Estate Planning
  • Wealth Planning
  • Life Insurance
  • Estate Planning
  • Wealth Planning
  • Life Insurance
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Long Term Care Planning

Protect your estate from the devastating costs of long-term care by planning ahead…

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