Broker Check

Am I really supposed to just wait out the market and do nothing?

You CAN take important proactive steps right now to help save your retirement nest egg, and no, you don’t have to just wait it out and do nothing.

Financial Planner David Treece, AIF®, MBA, has a 30-year track record of experience in repositioning clients' money for when financial markets rebound. As a Fiduciary, he works with clients to protect and promote the well-being of their entire "life-folio" through a holistic approach to planning.

Contact David to get clear, actionable strategies and advice on curbing risk, adding guarantees, and positioning yourself for investment growth with safety.

COVID-19 News & Commentary

Monthly Market Insights | November 2020 

Monthly Market Insights | November 2020 

Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October .


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Financial Resources & News

IRS Tax & Economic Payment Relief

IRS Tax & Economic Payment Relief

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Funding Assistance for Small Businesses

Funding Assistance for Small Businesses

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Florida Dept of Economic Opportunity: Employers & Individuals

Florida Dept of Economic Opportunity: Employers & Individuals

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LGBT Business Updates

LGBT Business Updates

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Well-Being & Emotional Support 

Support Resources from NextAvenue.org

Support Resources from NextAvenue.org

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Coronavirus Anxiety Workbook

Coronavirus Anxiety Workbook

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Supporting Each Other: Resources from OptionB

Supporting Each Other: Resources from OptionB

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