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We work with experts to make aging-in-place convenient for your current home
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We provide guidance on downsizing to independent living, assisted living communities, or a nursing home
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We identify the best caregiving services and medical care
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We coordinate resources to manage dementia and other health issues
We help you age confidently and in control
Feeling vulnerable due to changes
in your health or living situation?
We’re here for you. Having trusted advocates
on your side makes a life-changing difference.
TreeceFi finds solutions to your senior living concerns
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We set up emergency document retrieval and protecting online security
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We advise on long-term care coverage options
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We serve as a trusted guardian with legal accountability to your expressed wishes
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We assist with end-of-life wishes and after-death planning
Who will take care of me when I am older and alone?
Our team is dedicated to assisting independent seniors without a strong support network. We are determined to find a solution to navigate later-in-life financial planning, healthcare, caregiving, and senior living issues.
What do I need to know about long-term care?
Setting you up with a lifetime income plan is our first priority. In addition to analyzing your retirement income sources, we review your healthcare, insurance, tax, legal document, accounting, and housing needs.
What services are available to me?
Unlike many financial planners, Treece Financial Group has a high level of experience and capability in dealing with elder care issues. We also work closely with your identified family members and friends that you wish to be included in your support network.
We provide support beyond traditional retirement planning
Whether you are single, divorced, widowed, never married, with children, without children, fiercely independent, unsure of your future, or master of your universe—you belong in The Solo Ager online community.
This unique eCommunity offers the resources, courses, inspiration, and connections you need to age with peace of mind.
We educate you on living well in retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel...
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The primary purpose of life insurance is to protect your family against a loss of income should you or your spouse pass away. Life insurance benefits are especially important for individuals who still have dependents...
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.