Monthly Archives: December 2020

Episode 4 – The Importance of Protection Around Financial Planning



A lot of families spend a lifetime creating wealth, sacrificing today for the future, but sometimes not giving enough thought about what would happen to their wealth if the unthinkable were to happen.

In this episode Jose and Jeff Feliciano discuss why you should be making smart choices about the protection of your assets.

In this episode you will learn:

  • Financial trends and how they differ from years ago
  • Why providing structure in financial planning is so important
  • Why you should have a self-completing financial plan
  • Why—and when—you should be calling ‘time out’
  • And more!

Tune in as Jose and Jeff Feliciano discuss why you should be making protection a top priority around financial planning!

Resources: Feliciano Financial Group | (903) 533-8585

 


Episode 3 – The Client Experience at Feliciano Financial Group



At Feliciano Financial Group, we strive for great performance and a great experience for our clients.

In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team.

In this episode you will learn:

  • What the introductory call process looks like when you’re considering becoming a client
  • What the process of financial blueprinting looks like
  • The four questions our firm answers in the insurance areas
  • Why communication and accountability is key in a client/advisor relationship
  • And more!

Tune in as Jose and Jeff Feliciano simplify your decisions and processes for a more accountable client experience!

Resources: Feliciano Financial Group | (903) 533-8585


Episode 2 – Fall Season Means Medicare Open Enrollment Season



Medicare’s open enrollment runs from the middle of October through the middle of  December each year.

In this episode, Jose Feliciano explains everything related to Medicare and how Feliciano Financial can help to match you to the right company so that you can make smart choices with your money.  

In this episode, you will learn:

  • The Feliciano Financial independent approach and how the team can help you find the right insurance network according to your Medicare needs 
  • Jose insight on Medicare plans for snowbirds
  • The firm’s belief in helping clients instead of insurance companies 
  • How the “sandwich” generation should approach Medicare
  • And more!

Tune in as Jose discusses why this time of the year is a good time to verify your doctor, medications, and network! 

Resources: Feliciano Financial Group | (903) 533-8585