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Empowering LGBTQ Financial Savvy

We are dedicated to educating the LGBTQ community throughout the greater Miami and Fort Lauderdale metro areas how to address and overcome the unique financial planning challenges they may face.

LGBTQ seniors may face additional challenges — including isolation, lack of resources and family support, and discrimination within senior housing and caregiving.

Providing advocacy-oriented financial planning with pride for over 20 years

Our office is welcoming and inclusive—in contrast to the perception many people have that the financial industry is conservative and unwelcoming .

We share your values, and have the experience and expertise to address the concerns of LGBTQ individuals, couples, and families when it comes to financial planning.

We are tireless advocates for our clients, and have helped many fight fraud, win insurance claims, and protect assets. It is through the work we do every day that makes a big difference in empowering LGBTQ individuals to strengthen their voice about their financial future and express their wishes about being treated with dignity and respect.

Sharing & Learning in Community

We routinely present free seminars and sponsor community events that address financial planning challenges specific to the LGBTQ community, including …

  • Partnership with Lambda Living: “Fearless Financial Planning for LGBTQ Individuals” series of free seminars began in August 2017. From saving for retirement to legacy planning, practical information is presented along with featured guest speakers from the LGBT community. 

  • Partnership with The Pride Center at Equality Park: Series of quarterly free receptions and seminars began in August 2017, covering topics such as long-term care, caregiving, and the popular "Wills & Gays" estate planning seminar with LGBT-advocate attorney Elizabeth Schwartz.

  • Gen Silent—The LGBT Aging Film: Treece Financial Group sponsored five free screenings and discussion panels to hundreds of attendees at locations throughout Miami (Miami Theater Center, Temple Israel) and Broward (The Pride Center) counties. The critically acclaimed documentary examined LGBT older people going back into the closet to survive Those who fought the first battles for equality now face so much fear of religious objection, bullying, and abuse that many are hiding their identities.


Upcoming Events

Download Free LGBTQ-Focused Planning Guides Now

Helpful Hints for LGBTQ Seniors

Get the eBook

Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

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Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

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Caregiving in the LGBT Community

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A Legacy of Advocacy

Beyond the hundreds of clients David Treece has provided holistic and advocacy-oriented financial planning services to, he has been a behind-the-scenes LGBTQ community advocate who has helped build the foundation that makes Miami a leader in LGBTQ visibility and inclusivity within business and politics and an international destination for LGBTQ visitors.

  • As Founder and First President of the Miami Dade Gay & Lesbian Chamber of Commerce (MDGLCC), David harnessed the energy of Miami Beach’s LGBTQ enterpreneurs and businesses to ensure that the gay and lesbian community that contributed to the Miami Beach renaissance had a place at the table. He has consistently supported the MDGLCC as a corporate member and received the Chamber’s President’s Award in 2005.

  • David and his husband, Luis Gonzalez Etchevest, presented the first SAVE Halloween Ball in their home in 1996 and many consecutive years thereafter. This annual event has grown to become one of SAVE’s premier (and one of the community’s most fun) fundraisers. He and Luis received the organization’s Founders Award in 2014 in recognition of their efforts.

  • David was an inaugural, and is a continuing, member of the The Pride Center in Wilton Manors Founders Circle, helping this vital community gathering place for senior social connection and LGBT HIV health outreach continue to grow and thrive.

  • In 2000, The National Gay & Lesbian Task Force honored David at its’ Annual Gala for his contribution to advancing full freedom, justice and equality for LGBTQ people.

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Who is your typical client?

You—in fact, because every client is unique. We specialize in retirement planning and most of our clients are saving for retirement, close to retiring, or already in retirement. We have many married couples or couples who are in a domestic partnership. We also have many clients who are single, including many who are older and alone, and we pride ourselves in being able to offer high levels of service to these clients. We have a strong relationship with the LGBT community in South Florida. Our clients come from more than 20 different countries and a wide variety of backgrounds. David Treece is fluent in Spanish.

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