FAQ
All assets are held at a third-party custodian, most often Pershing LLC, a part of the Bank of New York Mellon. The custodian prepares tax documents and performance reports and provides online access to your account. We never take custody of your assets.
Consider a visit to your doctor. Without complete and fully accurate details, your doctor cannot prescribe the best course of action. Accurate and complete details are necessary for us to provide the best financial planning advice for your individual situation.
Our team begins with a deep-dive into your circumstances—your goals, timelines, risk tolerance, family situation, current statements, tax returns, and insurance—before offering a tailored financial wellness report and retirement analysis.
Clients receive annual performance reviews and ongoing support. In addition to regular check‑ins, they get comprehensive annual reports on portfolio performance and analysis.
Through quarterly performance reports, annual reviews, and transparent analysis. Assets are held at Pershing (BNY Mellon), who supply tax documents and performance statements.
Life is dynamic, and so is our planning process. When your goals shift or the markets take a turn, your financial plan doesn't sit still—we proactively adapt it with you.
Our approach is built on continuous engagement. We use sophisticated financial tools and partner with experienced money managers who can respond quickly and strategically to changing conditions. This gives our clients access to research, insights, and investment strategies typically unavailable to individual investors.
Whether it's a market correction or a major life change, we revisit your plan, re-evaluate your priorities, and adjust the path forward. Our job is to help you stay on track—no matter what’s happening around you—through clear advice, ongoing communication, and a personalized, forward-thinking strategy rooted in holistic planning.
TreeceFi maintains a trusted referral network of allied professionals—accountants, attorneys, tax experts, aging specialists—and collaborates with them to ensure your estate, tax, insurance, and financial needs are fully coordinated.
No, we do not accept commissions or fee splits from the professionals we recommend.
Yes. TreeceFi gives advice on Social Security claiming strategies tailored to your age, work history, marital status, and long-term goals. We ensure your filing decision is integrated with your overall retirement plan—especially important for married couples and LGBTQ+ retirees.
Absolutely. TreeceFi regularly assists clients with Medicare enrollment, timing, and plan selection. We also coordinate with specialists in healthcare planning to ensure you understand costs, coverage, and how Medicare fits into your overall financial strategy.
Yes. David Treece is a nationally recognized LGBTQ+ financial advocate. Team Treece provides LGBTQ-affirming financial planning, including strategies for Social Security, survivorship, legal documents, marriage equality implications, and chosen family dynamics.
Team Treece specializes in planning for solo agers, including retirement income, caregiving arrangements, housing transitions, and legal protections. They also connect clients with elder care experts, social service providers, and aging-in-place resources.
Yes. TreeceFi provides proactive guidance on long-term care planning—whether through insurance, annuities, savings strategies, or care coordination—so you stay in control of your future and don’t become a financial burden on loved ones.
TreeceFi focuses on helping clients generate sustainable, long-term income in retirement. We assess assets, spending needs, tax impact, and timing strategies to create a steady income stream—so you don’t outlive your money. This is central to our retirement planning process.
Our extensive financial planning services also consider your health care expenses, Medicare, Social Security, insurance, long-term care costs, end-of-life, estate planning, and other unique aging needs. No robo advisor can match the level of customized planning our approach offers.