Retirement may bring liberation from some responsibilities, but will bring new ones. Planning for this exciting chapter of your life requires attention to ensure you don't fall into pitfalls due to lack of preparation. At Treece Financial Group, we take a holistic approach to analyzing all aspects...

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

David Treece holds life, health, and annuity insurance licenses. He has the experience and resources to analyze your insurance needs and recommend solutions that best fit your lifestyle and financial situation. The first, and perhaps most important step, is to review what your current insurance...

What will I leave my loved ones? Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable...

Many retirees and soon-to-be retirees are concerned about the safety of their investments in mutual funds, ETFs, and stocks. The gyration in the stock market is often hard to stomach for older adults entering retirement. With the help of a well-chosen annuity, one can add a layer of diversification to a retirement portfolio.