For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming.  But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth … Continue reading 25. The Biggest Concerns for Families of Wealth →

For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth … Continue reading 25. The Biggest Concerns for Families of Wealth →

For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming.&nbsp; But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth. In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth … Continue reading 25. The Biggest Concerns for Families of Wealth →

25. The Biggest Concerns for Families of Wealth

Money is just a tool to achieve the things you want in life –– a tool to make the decision to live your life on purpose. Jose Feliciano, president of Feliciano Financial, and his brother Jeff Feliciano, executive vice president, draw from years of experience to demonstrate that when your money aligns with your goals, you can live a purposeful life. Because when your vision is clear, your decision is easy.

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25. The Biggest Concerns for Families of Wealth

25. The Biggest Concerns for Families of Wealth