Services
Your Wellbeing Is Our Investment
Smart Financial Guidance
for Life’s Transition
Team Treece's comprehensive planning approach goes well beyond what many larger banks and financial service institutions are able and willing to provide.
We have a fiduciary duty to you to always put your interests first with a duty of loyalty and utmost care. Many financial advisors do not have this fiduciary duty and have a lower “suitability” standard.
We are dually-licensed, which means that we are supervised by both our broker-dealer, Cetera Advisors, and by the Financial Industry Regulatory Authority (FINRA). Many investment advisors choose not to affiliate with a broker-dealer and have less direct supervision and compliance oversight.
Financial
Planning
Puzzled by all the pieces of managing your money? We work with you to build a flexible, picture-perfect plan so you can move forward with clarity and purpose.
Insurance
Solutions
Not sure if your insurance truly has you covered? Treece Financial Group helps you protect what matters most with personalized plans for life, health, disability, and long-term care insurance.
Annuity
Advice
Curious if an annuity could help secure your future income? Our team can advise on annuity options that fit your goals—whether you're looking for steady income, long-term growth, or added financial security in retirement.
Retirement Income
Strategies
Wondering if you’re truly prepared for retirement? Team Treece turns uncertainty into confidence with personalized guidance on income planning, Social Security, Medicare, and more to help you retire on your terms.
Moving Abroad
Guidance
Thinking about relocating overseas? We can provide you with tax, healthcare, housing, and Social Security guidance so you can bravely map out your next adventurous chapter.
Estate &
Legacy Strategies
Unsure how to share your assets after you're gone? We help you envision a clear, thoughtful estate plan that protects your wishes, supports your loved ones, and gives you a meaningful legacy.
"I've never met a financial planner like David Treece. I was made to feel like everything would be taken care of, and it was. He knew the best people to call for everything like healthcare, assisted living, and long-term care that didn't break the bank."
—Martha S., Client
This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and it may not be representative of the experience of other customers.
RESOURCES FOR A JOYFUL PLANNING JOURNEY
Online Planning Portal
Looking for a smarter way to see your full financial picture? AdviceWorks lets you connect all your accounts and use interactive tools to explore goals, plan for the future, and make informed decisions—at your own pace, all in one place.
401k Allocation Advice
Want to get more out of your 401(k)? The 401(k) Optimizer® helps you make smart, personalized decisions—offering tailored guidance on what to buy, when to make changes, and how to align your retirement savings with your goals.
Allied Resources Directory
Need recommendations for professional services that you can trust? Find Treece-approved attorneys, accountants, senior housing specialists, healthcare services, and more in this curated directory.
Wealth.com Estate Document Service
Need an easier way to handle estate planning? Wealth.com helps you create attorney-grade legal documents and stay on top of tasks—making it simple to protect your legacy and keep your plans aligned with your goals.