Secure your retirement income with wealth, insurance, and estate planning

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“Having just embarked on our retirement, we feel a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand."*

—Alice K., Client

We are your financial advocates


At the core of Team Treece’s mission is helping those aging alone—and oftentimes without a strong support network—navigate their sometimes complex financial and healthcare needs with comprehensive life-affirming services.

How We're Different


We provide complete planning services


Financial Planning

We take a step-by-step approach to
ensure you feel comfortable and informed before making any financial decisions. Our stress-free process is designed to make sure you believe we’re the best fit to strategize your wealth roadmap, manage your portfolio, diversify your investments, and provide insights on possible risks.

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Retirement Planning

As independent financial fiduciaries, we
have the fiscal duty to help you optimize qualified-retirement plans, 401(k) plan options, Social Security and Medicare benefits, personal savings, and investments to create a retirement plan that will provide income for your entire lifetime.

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Insurance Planning

Our advisors are insurance licensed and actively work within the field to help you get policies approved and file claims on your behalf. We assess your needs and recommend options for life, health, long-term care, and disability insurance and annuity products to insure the financial portfolio that you have worked so hard to build.

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Estate Planning

We help you create a solid financial estate plan that fully addresses the cascade of financial transactions a death creates. We review your documents and work with
trusted attorneys and other professionals to ensure your will, power of attorney, living will, advance directives, insurance policies and trusts, and beneficiaries follow your wishes and reflect the legacy you want to leave the next generation.

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Team Treece offers compassionate support

Gaining a new perspective with a trusted financial advisor on your financial journey can benefit you today and in the future.

We specialize in the financial security of solo agers
and the LGBTQ+ community


Why choose Treece Financial Group over a larger firm?

We prioritize people, relationships, and professionalism above fees and profits. Our mission is to genuinely improve the well-being of our clients, employees, community, and world.


Who is your typical client?

We specialize in retirement planning and serve clients of all backgrounds who are saving for, close to, or already in retirement. Our main focus is creating a plan to ensure our clients don't run out of money in retirement.

We have many clients who are single, including many who are older and alone, and we pride ourselves in being able to offer high levels of service to these clients. We also have a strong relationship with the LGBTQ+ community in South Florida.


Do you have a minimum account size?

Many of our programs have a minimum account amount of $50,000 or $100,000. Our ideal client has at least $250,000 in assets to invest for retirement or to distribute to heirs. We offer financial planning services with no minimum account size.

We are connected to the community

The organizations listed on this page are not affiliated or registered with Cetera Advisors LLC. Any information provided by them is in no way related to Cetera Advisors LLC or its registered representatives.


*This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers.