By exercising the holistic planning model, an advisor can position themselves as the Trusted Advisor – their client’s consultant, rather than traditional transaction-oriented sales person.
Holistic Planning That Truly Covers Every Angle
Most financial advisors focus on one slice of the puzzle—investments, insurance, or retirement. At Feliciano Financial Group, we believe that wealth is too important to be managed in fragments. That’s why we’ve built a holistic planning model that connects every piece of your financial life into one seamless strategy.
What Holistic Planning Means
- Coordinating investments, retirement income, estate planning, and insurance.
- Integrating tax strategies that protect wealth and maximize efficiency.
- Creating legacy and charitable giving plans that reflect your values.
- Ensuring your family and business interests are protected across generations.
Why It’s Rare — and Why It Matters
Few firms can deliver on this promise. Most advisors don’t have the support, proven marketing systems, or manpower to manage holistic planning effectively. That’s what makes our model different. Feliciano Financial Group has invested in the resources, people, and processes that make holistic planning both practical and powerful.
A Model Office — and a Philosophy
As a model office, we not only serve clients with this comprehensive approach, we also inspire and coach other advisors to adopt it. Our work is influenced by the principles behind the Two Hour House — that when people collaborate with focus and discipline, remarkable results are possible. It’s a way of thinking about growth, teamwork, and efficiency that’s as applicable to wealth management as it is to life.
Why It Matters for You
Holistic planning gives you clarity, confidence, and direction. Instead of piecemeal advice, you gain a unified strategy designed to protect, grow, and transition your wealth—so you can focus on living, not worrying.
Ready to experience the difference? Join our community of like-minded planners, explor membership, or connect with us to discover how holistic planning can transform the way you serve your clients.