Live Out Loud, Proud & In Control I proudly embrace my LGBTQ identity and the advocacy-oriented financial advice and service I have provided to South Florida’s gay and lesbian community for over 30 years. At the forefront of my work is navigating the sometimes complex financial and healthcare needs of LGBTQ individuals as they age, oftentimes alone without a strong support network. At a time when many are vulnerable due to changes in health or living situations, having a trusted advocate on their side makes a life-changing difference. Invest your money with pride. Let's talk! Say GAY! Use Your Money to Give Voice to Your Values “Don't say gay”? Well, I DO say gay! And I am on fire. Many of my LGBTQ+ (as well as straight) clients are also enraged about Florida’s discriminatory Parental Rights in Education law. It promotes bigotry and sends a message that LGBTQ+ people are not OK. It is wrong. And I'm standing up to it. Read More Aging "Gay-cefully": The Next LGBTQ+ Revolution Join our inclusive online community that gives you safe space to expand your social circle, share your interests, and find LGBTQ-aligned professional and healthcare resources to help you live your best life! Read More What Same-Sex Couples Need to Know About Social Security Marital status is important for Social Security’s retirement, survivor, and disability programs. You or your spouse could be eligible for benefits or a higher benefit amount based on a marital relationship. Read more Solo Gayging: Who Will Take Care of Me When I Am Older? Bring order to chaos and get everything important organized once and for all — Wills, Life Insurance policies, healthcare documents, pet information, digital accounts, and so much more. Complimentary access upon request. Read More All-in-One Finance Portal Set up your complimentary account sponsored by Treece Financial! This web-based platform helps you quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in. Request Access La Vida Pride eCommunity Center Join our inclusive online community that gives you safe space to expand your social circle, share your interests, and find LGBTQ-aligned professional and healthcare resources to help you live your best life! Join now LGBTQ Money Talks on QNews Tonight Practical, LGBTQ-focused money market insights and answers to viewer-submitted questions that address the unique needs of LGBTQ individuals when it comes to personal finance and financial planning. View segments A History of Advocacy & Education Beyond the hundreds of clients David Treece offers financial planning services to, he is a behind-the-scenes community leader who has helped build the foundation that makes Miami a champion of LGBTQ inclusivity. Read more More Helpful Resources ... Considerations for LGBT Older Couples Before Getting Married 5 Estate Considerations for the LGBTQ+ Community Resources for Diverse Caregivers LGBT Person's Guide to Preparing for Medical Procedures LGBTQ+ Active Aging Resource Guide Support for Gender Confirmation Supporting Your LGBTQ+ Grandchild Visit our Complete ePlanner & Guide Library Let's talk about how we can help you live proud and in control!