Get honest answers to every question.
You have the right to be fully informed and comfortable before you make any financial decisions. Our advice is grounded in decades of experience. No jargon or industry lingo. No pressure or sales talk.
Just friendly and open conversation. We will not tell you what you want to hear if it is not true and not in your best interest. We’ll be the first to tell you if you are overspending, not saving enough, trying to retire too early, taking Social Security too early, buying something that isn’t the best use of your money, getting into a scam, or taking a huge risk.
Ask away—we’re here to tell you what you need to hear.
Maximize your income for life.
If you’re like most people, qualified retirement plans, Social Security, and personal savings and investments will provide your income after retirement.
And, like most people, you may also underestimate your longevity. Have you planned to live longer than you expect?
We do. Our job is to not only create a lifetime income plan for you, but also help you prepare for unexpected health care and long-term care expenses that may increase over the years.
Team Treece takes a 360° approach to analyzing and advising you about your insurance, Medicare, estate planning, and health and wellness needs. Plus, we partner with an extensive referral network to ensure your accounting, legal, and tax needs are met.
Gain a team who fights for you.
As you get close to retirement—or if you are already in retirement—you don’t want to find yourself in a situation where you don’t get everything you deserve, especially after working hard all of your life to plan and save for it.
When financial injustice occurs, we are strong advocates for our clients and have the success stories to prove it.
We will never say “that is not my job”. Our team will help you resolve any issue that affects your financial stability or peace of mind.
We’ll make that call, refer you to the best professionals, and stay on top of the issue until things are made right.
Stop worrying. 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.