Broker Check

No one should have no one.™


Who will take care of me when I am old and possibly alone?

How can I safely stay in my home?

If I have to move, who will help me, and how do I do this? Where would I go?

What should I do about long term care? What if I need help?

What planning should I be doing now?

Connect with our community to access …

  • accredited fiduciaries to handle your affairs
  • aging-in-place experts to keep you safe at home
  • concierge services to help you with day-to-day needs
  • placement experts to help you find your next home if you want to move
  • senior move managers to make the transition
  • care managers to assess your needs and plan helping you
  • experts on long-term care, caretaking, and senior assistance
  • legacy and end-of-life planning to make sure you’re always taken care of and your wishes are carried out
  • a team of dedicated professionals to put it all together and make it happen for you.

You will never be alone with The Solo Ager™ program from Treece Financial Group.

Even if this may be far in the future for you, take time to plan now. Contact us today to learn how we can help you.


Contact Us

Retire Happy: A Simple Guide to Your Next Big Adventure

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Get your copy now!

Additional planning resources  ...

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
Learn More

50 Ways to Live Happier & Healthier

Even the smallest change in your daily habits can have a big impact on your "life happiness index". Check out these ways to reduce stress and worry.

Learn more

Solo "Gay-ging"

It is a sad truth that thousands of our LGBT elders are dying earlier than their straight counterparts in isolation and fear.

Learn more

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More