- Posted June 17, 2012 by
This iReport is part of an assignment:
Economy: Are you better off?
AMERICANS TURNING TO TRUSTED ADVISORS
FINANCIALLY NAVIGATING THROUGH TROUBLED TIMES
Tyler, Texas How can Americans weather the financial crisis without becoming emotionally overwhelmed? The recent financial crisis may have many Americans wondering about their financial well being. It can be confusing knowing where to turn for help.
A good planner can devise an overall financial plan that will recommend how to allocate assets and determine if you've got the right blend to meet your specific retirement goals. What's more, a planner can advise you on how to draw down funds from your accounts when needed and handle estate-planning and tax matters.
A well-known trusted advisor, Keith Wright, with Feliciano Financial Group, in Tyler, Texas, is a perfect example of an advisor that has become its client’s trusted advisor through the economic volatility. The firm is a highly experienced, credentialed and well respected wealth management firm who practices a holistic approach to wealth management that supports their client base as trusted advisors, ready to assist in the areas of life insurance, retirement, investments, insurance, business, and tax and estate planning.
The pillars of their holistic planning approach are Advance Planning and Client Relationship Management. “We recognize that preparing financially for the future is an ongoing process, and that over the years, your needs and lifestyle will change,” states Keith Wright, Advisor specializing in Life Insurance at Feliciano Financial Group.
Feliciano Financial Group provides holistic wealth management by recognizing that the client’s financial plan is constantly evolving in all aspects of wealth management. They focus on more than just the client’s investments and believe the greatest value they can provide is to help the client manage the changing landscape of financial decisions continuously.
Keith Wright is known for being a trusted financial advisor by maintaining constant and ongoing contact with his clients to help them through major and minor financial decisions as they occur and exemplifies the quality service that Feliciano Financial Group expects for their clients. He states, “We think it is important to provide our clients with holistic planning and asset management strategies to achieve their goals today and develop their financial plan to achieve their future goals. When a client engages Feliciano Financial Group, they partner with our firm that stands by them to help anticipate and to help them manage their total financial life.
Being able to turn to a trusted advisor during the financial crisis helps many Americans ease the “wondering” about their financial well being and their futures.
ABOUT KEITH WRIGHT AND FELICIANO FINANCIAL GROUP
Feliciano Financial Group has been in business since 1983 serving individuals, families, businesses and professionals throughout Texas. Our open and objective client-centered approach, has brought us praise from our clients and peers alike, and has helped make us one of the fastest growing and most respected financial services firms in East Texas.
Our Commitment To You
- To conduct our business according to high standards of equity, honesty and fairness.
- To provide competent, prompt, client focused service which, in the same circumstances, we would expect for ourselves. To treat all clients with fairness
- and equity, to assure the best value possible.
- To remain your life-long financial partner to take care of your ever-changing needs.
- To help you reach your life and financial goals by understanding what is important to you.
An Innovative Leader
At Feliciano Financial Group we are continuously upgrading our facilities, services and equipment, as well as the companies that we represent. The hard-working men and women who make up Feliciano Financial Group are a success story of their own. Through their combined efforts, along with their dependability, dedication and knowledge, they have built Feliciano Financial Group into one of the most respected insurance and financial service agencies in the area.Financial Advisor - Life Insurance Specialist - Tyler, TX Corporate Office www.felicianofinancial.com
Keith Wright has twenty years of experience in Financial Services. He has worked with numerous Professional Athletes and Closely Held businesses in their business continuation and estate planning. He is a licensed Registered Representative and Investment Advisor Representative. Keith is a graduate of Baylor University with a degree in Business Administration. In his career he has received numerous Industry awards for Excellence and is a member of The Million Dollar Round Table. He enjoys working with clients and encourages them to dare to explore the possibilities, of what could be in their financial lives. firstname.lastname@example.org
"Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. PO Box 64284 St. Paul, MN 55164 (800)800-2638. Feliciano Financial Group and Woodbury Financial Services, Inc. are not affiliated entities"