TreeceFi Information

Financial advocates who specialize in retirement planning for solo agers and the LGBTQ+ community. We aim to take the fear out of aging alone. At the forefront of Treece Financial Group's work is navigating the sometimes complex financial and healthcare needs of individuals who are aging alone, oftentimes alone without a strong support network. We have a special commitment to the unique financial planning needs of LGBTQ+ solo agers. At a time when many are vulnerable due to changes in health or living situations, having a trusted advocate on their side makes a life-changing difference. Team Treece has developed a high level of experience and capability in dealing with elder care issues such as establishing caregiving services, and long-term care, working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues. David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a 30-year commitment to providing financial and retirement planning with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Treece Financial Group, 10800 Biscayne Boulevard, Suite 725, Miami FL 33161 305-751-8855 | TreeceFi.com