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Building Wealth: Maximize Every Investment Dollar

Isn't wealth management only for the rich?

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

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)

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.

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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Planning for the Expected</p>

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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<p>Your Emergency Fund: How Much Is Enough?</p>

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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<p>Asset Allocation</p>

Asset Allocation

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