Business Details
43 Years
experience
Your Trusted Financial Planning Partner in Tyler, TX
Founded in 1983, Feliciano Financial Group has served East Texas for over three decades as a trusted partner in financial planning. Our team of Certified Financial Planners combines deep industry expertise with a client-centered approach to deliver personalized retirement strategies. We developed The Feliciano Financial Blueprint to simplify complex financial decisions, focusing on income, investment, tax, healthcare, and legacy planning. With a commitment to transparency and lifelong client relationships, we empower families and business owners to achieve financial security.Our process-driven methodology ensures clients receive tailored solutions aligned with their unique goals. Recognized as one of East Texas' premier firms, we prioritize education through resources like our 2-Hour House Workshop and podcast. Our 35+ years of experience, including founder Jose Feliciano's 35-year industry tenure, establish us as leaders in comprehensive wealth management.
Services
Retirement Planning
Wealth Management
Tax Planning
Estate Planning
Insurance Services
Details
- Year established: 1983
Highlights and features
- We offer 35+ years of combined experience in financial planning
- Our team includes Certified Financial Planner professionals
- We implement a proprietary financial blueprint process
- We provide 24/7 personalized client support
- Our team deeply understands local market needs in East Texas
Services
Retirement Planning
Our comprehensive retirement planning service creates personalized strategies to ensure financial security during retirement. We analyze income sources, expenses, and long-term goals to develop sustainable withdrawal plans. Our approach includes Social Security optimization, inflation protection, and spousal benefit strategies to create reliable income streams.
Tax Planning
We develop customized tax planning solutions to minimize liabilities and maximize savings. Our service includes analyzing taxable holdings, implementing tax-deferred strategies, and creating plans for tax-free beneficiary transfers. We coordinate with legal professionals to ensure compliance while optimizing your financial position through all stages of life.
Estate Planning
Our estate planning service protects your assets and ensures proper distribution to beneficiaries. We collaborate with estate attorneys to review wills and trusts, implement probate-avoidance strategies, and optimize tax planning opportunities. The service focuses on preserving wealth for future generations while minimizing tax implications for your heirs.
Investment Planning
We create tailored investment strategies based on individual risk tolerance and financial goals. Our service includes portfolio analysis, fee reduction strategies, and risk management techniques. We focus on comprehensive money management to grow assets while maintaining appropriate risk levels for clients' specific circumstances.
Health Care Planning
Our healthcare planning service addresses rising medical costs in retirement. We provide Medicare Part A-D analysis, long-term care strategies, and health insurance evaluations. The service helps clients prepare for healthcare expenses while protecting their assets from unexpected medical costs during retirement years.
People
Jose Feliciano
Founder and President
Jose Feliciano, CFP, CLU, CHFC, founded Feliciano Financial Group in 1983. With over 35 years in financial services, he specializes in retirement planning for East Texas families. A graduate of the American College of Financial Planning, he developed The Feliciano Financial Blueprint process.
Questions
What is The Feliciano Financial Blueprint?
Our proprietary planning process organizes and analyzes your financial situation to create personalized strategies for retirement income, tax optimization, and legacy planning.
Do you offer free consultations?
Yes, we provide complimentary initial consultations with Certified Financial Planners to evaluate your goals and develop tailored financial strategies.
What areas do you serve?
We primarily serve East Texas including Tyler, Dallas, and Waco, with clients throughout the state requiring specialized financial planning services.
What business planning tools do you offer?
We provide free resources including guides on retirement plans, business valuation, buy-sell agreements, deferred compensation, and key man insurance strategies.
How do you handle healthcare planning?
We analyze Medicare options, develop long-term care strategies, and evaluate current health insurance policies to protect against rising medical costs in retirement.
What are your office hours?
Our Tyler office operates Monday-Friday 9:00 AM - 4:00 PM, with Saturday-Sunday appointments available by request.
Reviews (3)
Neil Rutledge
Feb 27, 2020
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Jose' is very proactive about informing his clients about all the possibilities that fit THEM, not himself as so many do. Every question was answered completely and he was meticulous in making sure I understood everything I needed to know. Highly recommend Jose' Feliciano!
Travis Lowthorp
Jan 19, 2020
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In a day where customer service is bragged upon but rarely fulfilled, this place has it figured out. We have the pleasure of being one of Jeff's, and his team, client on journey to a secure financial future. The group at Feliciano Financial Group goes the extra step in being responsive, tailoring a plan to your needs and understands the importance of why they do what they love, the customer. I had the pleasure of reading the companies commitment statement which made me understand that they stand behind what they say.
If you are in the process of trying to determine your financial future, give this company a chance to earn your business. The tools and resource they have will help you towards financial freedom then to a secure financial retirement. Thank you Feliciano Financial Group.
If you are in the process of trying to determine your financial future, give this company a chance to earn your business. The tools and resource they have will help you towards financial freedom then to a secure financial retirement. Thank you Feliciano Financial Group.
Beth Page
Dec 09, 2019
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I had the pleasure of visiting with Stacy Hayes today regarding many questions I had in regards to retirement options, after life decision, etc. etc. She was amazing! I was so impressed with your whole organization and she made me feel like I mattered. She cared enough to take time to listen to my needs and help me find a comfortable avenue to go down that would alleviate the stress of wondering if I made the right decision.
I'm so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team. Beth Page New Client
I'm so grateful to her and wanted to express my gratitude! Great employee, Great person, Great Advisor. Thank you can not express my gratitude. I hope you know how lucky you are to have her on your team. Beth Page New Client
