Broker Check

COVID-19 News & Commentary

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

Is it too late to do anything to save my nest egg?

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

Treece Talk

Monthly Market Insights | May 2020 

Monthly Market Insights | May 2020 

Stocks rebounded sharply, fueled by a flattening of the COVID-19 curve and positive results from the clinical trial of a virus treatment.

View Video

Financial Resources & News

IRS Tax & Economic Payment Relief

IRS Tax & Economic Payment Relief

Read more
Funding Assistance for Small Businesses

Funding Assistance for Small Businesses

Read more
Florida Dept of Economic Opportunity: Employers & Individuals

Florida Dept of Economic Opportunity: Employers & Individuals

Read more
LGBT Business Updates

LGBT Business Updates

Read more
Social Security COVID Updates

Social Security COVID Updates

Learn more
AdviceWorks: Digital Deposit Box & Secure Financial Data

AdviceWorks: Digital Deposit Box & Secure Financial Data

Learn more
COVID Guide from Nerd Wallet

COVID Guide from Nerd Wallet

Learn more
Treece Talk: Articles & Videos

Treece Talk: Articles & Videos

Learn more

Well-Being & Emotional Support 

Support Resources from NextAvenue.org

Support Resources from NextAvenue.org

Learn more
Support for Solo Agers

Support for Solo Agers

Learn more
Coronavirus Anxiety Workbook

Coronavirus Anxiety Workbook

Download
Supporting Each Other: Resources from OptionB

Supporting Each Other: Resources from OptionB

Learn more

Pandemic Updates & Guidelines

A Guide for High-Risk Individuals

A Guide for High-Risk Individuals

Read More
World Health Organization Updates

World Health Organization Updates

Read more
CDC Updates

CDC Updates

Read more
Florida Health Updates

Florida Health Updates

Read more

Find Us On Facebook For Our Latest Updates

How can we help you?

Name
Email
Phone
Question
Thank you! Oops!