Broker Check

Building Wealth: Maximize Every Investment Dollar

Isn't wealth management only for the rich?

It's a common belief that the only people who need wealth management are the wealthy. The reality is that building and managing wealth applies to everyone who is seeking to grow their assets.

Who doesn't have that as a main goal of working with a financial advisor?

We work with our clients to plan, monitor, and maximize every dollar they invest.

Pillars of Wealth Management

Treece Financial Group's Wealth Management program is built upon seven pillars of service:

1. Career & Business Counseling
2. Optimize Income & Expenses
3. Cash Flow Planning
4. Investment Management
5. Protect Assets from Loss
6. Minimize Taxes
7. Estate Planning Strategies

Our holistic approach focuses on ALL aspects of your financial well-being, resolving issues you may think unsoveable, and discovering roadblocks that you did not know were there.

Maximize Your 401(k)

The 401(k) Optimizer® was made with you, the investor, in mind, and gives you the tools you need to confidently manage your retirement savings plan.

Discover the 5 ways you can benefit from the 401(k) Optimizer® here.

Treece Financial Group offers 401(k) Optimizer® access to our clients. Contact us to start putting this smart and simple savings tool to work for your future.

Contact Us

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Learn More

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More

Have a Question

Name
Email
Phone
Question
Thank you! Oops!