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TEAM TREECE helpS YOU
AGE confidentLY & in control

Feeling vulnerable due to changes in your health, relationship, or living situation?
Having trusted advocates on your side can make a life-changing difference. 

We provide a comprehensive needs assessment to identify the planning,
resources, and referrals that can help you best age out loud, proud, and prepared.

We offer age-empowering courses, webinars, and in-person events through our
The Solo Ager™ initiative—from examining your mortality to author-led book discussions!

SCHEDULE A Complimentary CONSULT

WE ANSWER YOUR "KEEPS-ME-AWAKE-AT-NIGHT" QUESTIONS

Our Process

"Who'll take care of me when I'm older and alone?"

Our team is dedicated to assisting independent seniors without a strong support network. We are determined to find a solution to navigate later-in-life financial planning, healthcare, caregiving, and senior living issues.

Our History

"What do I need to know about long-term care?"

Setting you up with a lifetime income plan is a top priority. In addition to analyzing your retirement income sources, we review your healthcare, insurance, tax, legal, accounting, and housing needs. 

Our Values

"What services are available to me?"

Unlike many financial planners, we have a high level of experience and capability in dealing with elder care issues. We can connect you to a wide range of services and support. Our The Solo Ager™ initiative offers courses and resources to help you age out loud and prepared.

TEAM TREECE IS your Trusted  "facilitageR" advisor!

  • We work with experts to make aging-in-place convenient for your current home

  • We provide guidance on downsizing to independent living, assisted living communities, or a nursing home

  • We identify the best-fit-for-you caregiving services and medical care

  • We coordinate resources to manage dementia and other health issues

  • We set up emergency document retrieval and protection for your online security

  • We advise on long-term care coverage options

  • We can serve as a trusted guardian with legal accountability to your expressed wishes

  • We assist with end-of-life wishes and after-death planning

  • We work closely with your family members and friends whom you wish to be included in your support network.
schedule a complimentary consult

complimentary programs & support

the solo ager™ 

the solo ager™ 

Our aging support initiative brings you the resources, inspiration, and connections you need to age out loud and in control.

Learn more
aging in pages book group

aging in pages book group

Aging in Pages is our online book discussion group that explores topics of aging, purpose, relationships, health, housing, and legacy

sign up
online bookshop

online bookshop

A curated collection of titles to inspire and inform older adults about life's next chapter! Have a book to recommend? Let us know!

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement, including health care costs, income stability, and the burden of debt.