Redefining Wealth Planning for the Modern Advisor

Most wealth advisors operate in silos—investments over here, taxes over there, insurance somewhere else, estate planning as an afterthought. Clients suffer from fragmented advice, while advisors themselves are left scrambling to hold it all together. True holistic planning—integrating all areas of a client’s financial life into one cohesive strategy—is remarkably rare. That’s exactly what sets World Class Advisors apart.

We exist to show what’s possible: that a financial practice can be both highly successful and profoundly client-centered when holistic planning is the foundation. Our own firm, Feliciano Financial Group, is living proof of that. By combining wealth management, retirement strategies, tax awareness, insurance protection, estate planning, and business succession strategies, we’ve built a model that delivers clarity, confidence, and measurable impact for clients.

But this isn’t just about us. It’s about you—and the future you want to create as an advisor.

 

What We Offer

• Coaching & Guidance: Led by an industry expert with decades of experience, who helps advisors grow with proven strategies, accountability, and perspective.
• A Holistic Planning Framework: Not theory, but a tested model you can adapt to your own business.
• A Like-Minded Community: A rare network of advisors committed to raising the standard of financial services together.

 

Why It Matters

Clients today crave more than investment returns. They want clarity. They want to feel secure. They want to know their advisor can see the big picture and guide them through life’s transitions with confidence. Advisors who embrace holistic planning gain deeper relationships, stronger referrals, and long-term success.

 

Membership Tiers

We’ve designed flexible tiers to meet advisors where they are:

• Core Growth: Core access to frameworks and select resources.
• Advanced Advisor: Added coaching sessions, marketing templates, and back-office support.
• Executove Elite: Full immersion—ongoing coaching, comprehensive resources, and insider access to the systems that power a model holistic firm.

 

Your Next Step

Advisors who hesitate risk staying stuck in overwhelm, watching opportunities pass them by while competitors move ahead. But those who join step into a proven path—one that provides not only tools, but a supportive community that believes in possibility.

World Class Advisors has been serving individual and corporate clients practicing the Holistic approach to financial planning since 1983. Our dedication to establishing an objective client-centric method has become one of the financial industry’s most reliable definitions of professionalism, and archetype for transitioning from working as a traditional transactional salesperson to that of a client’s most trusted advisor.

The Mastermind Group