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no-nonsense FINANCIAL advice & Real-life success stories

Quick-read lessons

Book and video bundles get you up to speed on what you need to know, fast.

CLEAR & CONcisE ADVICE

No financial jargon, just to-the-point advice.

client case studies

Learn from stories of financial misfortunes with silver linings.

just the facts

Empowering you with facts to help you make smarter financial decisions.

YOUR WEALTH YOUR WAY

YOUR WEALTH YOUR WAY

In a world flooded with online opinions, financial influencers, AI-generated advice, market hype, and economic uncertainty, it’s easy to feel overwhelmed, underprepared, or afraid of making costly mistakes.

Your Wealth Your Way shows how a financial professional serves as your advocate, educator, strategist, and second set of eyes to help you navigate uncertainty and avoid expensive pitfalls.

take pride in your money

take pride in your money

Take Pride in Your Money explores the effects of political and legal attacks on LGBTQ+ rights and explains how to empower your queer dollars to secure your financial future.

Packed with actionable solutions and “Here's the Tea” real-world examples, this no-nonsense guide outlines precisely how queer people can protect their financial future in a rapidly changing world. From overcoming legal and tax obstacles to leveraging wealth for social change, this book will help you continue living out loud, proud, and prepared—no matter what comes next.

ABOUT THE AUTHOR

ABOUT THE AUTHOR

As President of Treece Financial Group Inc., David Treece is a national leader in providing advocacy-oriented financial advice, especially to those who are aging alone without a strong support network. He and his team are dedicated to providing lifelong financial advice and support with confidence and compassion.

David is the Founder of The Solo AgerTM and La Vida PrideTM. These support initiatives offer courses, resources, and referral services to educate and help people to age out loud, proud, and prepared.

Recognized for his financial expertise and advocacy work, he has been featured on PBS’s Nightly Business Report, QNews Tonight, and in The Washington Post, The Miami Herald, and Miami Daily Business Review.

Find MORE TIMELY TIPS on Treece Talk Blog

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Longevity: An Underestimated Factor in Retirement Planning

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How Caregivers Can Stabilize Their Financial Future

How Caregivers Can Stabilize Their Financial Future

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LGBTQ+ Financial Planning: When the Younger Spouse Dies Unexpectedly

LGBTQ+ Financial Planning: When the Younger Spouse Dies Unexpectedly

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