Services Comprehensive financial planning and support for wherever life takes you Does your current financial advisor do ALL of this for you? Treece Financial Group encompasses your many financial needs within one location with a core group of professionals to simplify and streamline your efforts toward financial security. We are holistic in that we are dedicated to all aspects of your financial well-being, not just managing investments. This includes planning for major transitions like retirement, emergencies due to death or disability, end of life scenarios, cross- generational planning, analyzing “what if” scenarios, and so much more.Our personalized approach is well beyond what many larger banks and corporations are able and willing to provide, including:financial coaching and advocacyextensive referral networkemergency document retrieval serviceaccess to online tools and guidesno-obligation, no-pressure educational seminarsno-obligation client appreciation eventsestablishing caregiving servicesretro-fitting housing to allow aging in placefinding long-term care solutionsdealing with dementia and other health-related issuesworking with experts to identify assisted living facilities and coordinate the physical move to facilityplanning in advance of death for power of attorney and asset transfersIn addition, Treece Financial Group is different in several other ways:We have a fiduciary duty to you to always put your interests first including 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 our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance). We're here to provide trusted financial advice no matter where life takes you … Free Portfolio ReviewCash Flow ManagementCharitable PlanningNext Gen PlanningCollege PlanningRisk ManagementRetirement PlanningEstate PlanningInvestment ManagementTax PlanningSocial Security PlanningPre-and Post-Divorce Planning Request a Free Consultation Now How Much Do You Know About Investing? These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ." First Name Last Name Email Address Have a Question Name Email Phone Question Thank you! Oops!