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David Treece | Jun 20, 2023

Don’t Let The 4 D’s Derail Your Retirement

Retirement Planning
Financial Planning
Retirement
While retirees have vastly different ideas about how they will spend their retirement years, nearly all share a single goal: to maintain their desired standard
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David Treece | May 24, 2023

The Long-Term Care Conundrum: A Comprehensive Guide to Your Options

Financial Education
Long-Term Care
Retirement Planning
Annuities
Have you recently received a letter from your insurance company asking you to make an expensive choice on your in-force long-term care (LTC) policy? You're not
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David Treece | Apr 11, 2023

Investing in Safety: Your Dollars Won't Disappear with these Financial Safeguards

Financial Education
Nothing in life is guaranteed—but these financial safeguards guarantee that your money won’t disappear if and when a financial institution does!
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David Treece | Feb 15, 2023

Cognitive Decline: Minimizing Effects & Maximizing Planning

Aging Support
Healthy Lifestyle
People living with mild cognitive impairment are more likely to develop Alzheimer's, and almost two-thirds of people currently living with Alzheimer's are women
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Office

Bayshore Executive Plaza
10800 Biscayne Boulevard,
7th Floor, Suite 725
Miami, FL 33161

Mon-Fri: 9:00 AM - 5:00 PM

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info@davidtreece.com

Phone: (305) 751-8855
Fax: (305) 751-0068
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Investment Advisor Representative: Registered Representative offering securities and advisory services through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. Treece Financial Group Inc. is not affiliated with Cetera Advisors LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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