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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 advocacy
  • extensive referral network
  • emergency document retrieval service
  • access to online tools and guides
  • no-obligation, no-pressure educational seminars
  • no-obligation client appreciation events
  • establishing caregiving services
  • retro-fitting housing to allow aging in place
  • finding long-term care solutions
  • dealing with dementia and other health-related issues
  • working with experts to identify assisted living facilities and coordinate the physical move to facility
  • planning in advance of death for power of attorney and asset transfers

In 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 Review

Cash Flow Management

Charitable Planning

Next Gen Planning

College Planning

Risk Management

Retirement Planning

Estate Planning

Investment Management

Tax Planning

Social Security Planning

Pre-and Post-Divorce Planning

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."

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