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).
