Business Details
43 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Feliciano Financial Group has been dedicated to empowering individuals and families with comprehensive financial planning solutions since 1983. Our team of Certified Financial Planners brings decades of experience to create personalized strategies that align with clients' unique goals. We prioritize a client-centered approach, combining our proprietary Feliciano Financial Blueprint with a commitment to transparency and lifelong partnership.Our expertise spans retirement planning, wealth management, insurance, and long-term care strategies, ensuring clients achieve financial clarity and confidence. With a proven track record of serving East Texas communities, we emphasize education, proactive planning, and holistic solutions that adapt to evolving life circumstances. Our mission remains to help clients live life on purpose through informed financial decisions.
Services
Financial Planning
Retirement Planning
Wealth Management
Insurance Planning
Long-Term Care Planning
Details
- Year established: 1983
Highlights and features
- We offer a complimentary initial consultation with certified financial planners.
- Our proprietary Feliciano Financial Blueprint simplifies complex financial planning.
- 35+ years of combined experience serving East Texas communities.
- We provide coordinated, holistic solutions integrating tax, estate, and healthcare planning.
- Client-centered approach with ongoing support through life's transitions.
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
Our comprehensive financial planning service creates a customized roadmap for your financial future. We analyze income, investments, taxes, and long-term goals to develop actionable strategies. Clients receive ongoing guidance through life transitions while maintaining control over their financial decisions.
Retirement Planning
Specialized retirement planning focuses on creating sustainable income streams and minimizing tax liabilities. We help clients maximize Social Security benefits, optimize investment portfolios, and implement inflation-resistant strategies. Our approach ensures financial security while maintaining flexibility for changing circumstances.
Wealth Management
Holistic wealth management services integrate investment planning with estate preservation strategies. We help clients protect assets through coordinated tax planning, trust implementation, and legacy structuring while maintaining liquidity for current needs.
Insurance Planning
Our independent insurance specialists evaluate life, health, and disability coverage needs across multiple carriers. We help clients understand policy options, coordinate coverage with financial plans, and implement strategies that protect against unexpected financial disruptions.
Long-Term Care Planning
Specialized long-term care planning protects assets from healthcare-related spend-down. We develop coordinated Medicaid strategies, implement protective trusts, and create care plans that preserve family wealth while ensuring quality care for aging clients.
People
Jose Feliciano
Founder, President & CEO
With 35+ years in financial services, Jose Feliciano developed the proprietary Feliciano Financial Blueprint. A Certified Financial Planner, he specializes in helping East Texas families create retirement strategies that align with personal values and life goals.
Jeff Feliciano
Executive Vice President
Jeff Feliciano brings extensive experience in comprehensive financial planning, focusing on wealth transfer strategies and business owner solutions. He works closely with clients to implement tax-efficient retirement plans and coordinated estate protection strategies.
W. Lane Norvell
Executive Vice President Operations
Lane Norvell oversees operational excellence at FFG, ensuring seamless implementation of financial plans. With decades of industry experience, he focuses on maintaining high service standards while coordinating complex multi-advisor implementations for client portfolios.
Questions
How do I schedule a consultation with Feliciano Financial Group?
Contact us via phone at (903) 533-8585 or use our online form to schedule your free initial consultation with a Certified Financial Planner.
What services does Feliciano Financial Group offer?
We provide financial planning, retirement strategies, wealth management, insurance planning, and long-term care solutions tailored to individual client needs.
What makes Feliciano Financial Group different from other advisors?
Our proprietary Feliciano Financial Blueprint process combines coordinated tax, estate, and healthcare planning with personalized guidance through life transitions.
Which areas does Feliciano Financial Group serve?
We primarily serve East Texas communities including Tyler, Dallas, and Waco, with clients throughout the state requiring specialized financial planning.
Do you offer digital tools for financial planning?
Yes, we provide access to the Feliciano Financial Blueprint process and Wealth Management Portal for tracking and implementing your personalized financial plan.
