Secure income for life

Our Services

Video Call with David Traupman

Financial advocacy

Our Commitment

Compassionate support

Our Values

Community Affiliations

Accredited Investment Fiduciary® (AIF®)
Alzheimers association
American society on Aging
certification for long-term care
La Vida Pride

 

Lambda Living/Jewish Community Services of South Florida
Miami Dade Gay & Lesbian Chamber of Commerce (MDGLCC)
The Pride Center at Equality Park

The organizations listed on this page are not affiliated or registered with Cetera Advisors LLC. Any information provided by them is in no way related to Cetera Advisors LLC or its registered representatives.

Q

Why choose Treece Financial Group over a larger firm?

We prioritize people, relationships, and professionalism above fees and profits. Our mission is to genuinely improve the well-being of our clients, employees, community, and world.

Q

Who is your typical client?

We specialize in retirement planning and serve clients of all backgrounds who are saving for, close to, or already in retirement. Our main focus is creating a plan to ensure our clients don't run out of money in retirement.

We have many clients who are single, including many who are older and alone, and we pride ourselves in being able to offer high levels of service to these clients. We also have a strong relationship with the LGBTQ+ community in South Florida.

Q

Do you have a minimum account size?

Many of our programs have a minimum account amount of $50,000 or $100,000. Our ideal client has at least $250,000 in assets to invest for retirement or to distribute to heirs. We offer financial planning services with no minimum account size.

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