Maximize your income for a lifetime
Planning for income after retirement is crucial for financial stability.
But what happens if you run out of money before you die? Most people misjudge their longevity and fail to prepare for the possibility of outliving their savings.
At TreeceFi, we specialize in creating customized solutions that ensure you have a secure lifetime income plan.
Our comprehensive approach also takes into account rising healthcare and long-term care costs as you age. We analyze and advise on insurance, Medicare, estate planning, and health and wellness needs, and we have an extensive referral network to meet your accounting, legal, and tax requirements.
Gain a team that advocates for you
As you approach retirement or if you're already retired, having the right team of professionals by your side is essential. At TreeceFi, we pride ourselves on being the best financial advisors we can be for our clients.
As independent investment advisor representatives, we have the autonomy and discretion to put your needs at the center of all investment strategies and business decisions, without any conflicts of interest.
We are strong advocates for our clients and will go above and beyond to resolve any financial injustices that may affect your stability or peace of mind. We will make the necessary calls, recommend experts, and ensure that we find a solution.
Get reliable answers to all your questions
You deserve to be fully informed and comfortable before making any financial decisions. With decades of experience, we provide grounded advice without any jargon or industry lingo. Our goal is to create a pressure-free environment where you can have open and friendly conversations about your financial goals and concerns.
We understand that choosing the right financial advisor is crucial. That's why we follow a three-step process to ensure that we are the perfect fit for your needs.
As fiduciaries, we are bound by a legal process that requires us to act with care, honesty, loyalty, and good faith. We will always provide you with honest advice, even if it means telling you that you're spending too much, not saving enough, or taking Social Security too early. Our aim is to help you avoid unnecessary expenses, uncomfortable risks, and investment scams.
Stop worrying and start enjoying
The best compliment we get is when somebody leaves our office and says,
“I feel so much better now. When I came in, I was so concerned and didn't know what to think, but now I feel so much better.”
That’s how we want you to feel.