A monthly newsletter brought to you by Treece Financial Group | # 57 | February 2019
Holistic | Welcoming | Advocacy-Oriented Financial Planning
What exactly am I getting for the fees I pay?

People often ask me, "How do you get paid?". They are sometimes unsure of the differences between commissions, fees, and how charges are calculated for various services. In general, compensation for advisors breaks down into these four models:...

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Don't Stress Over Taxes: Get Savvy at One of Our Educational Seminars!
Join us at one of our upcoming community-based seminars to learn how the 2018 filing year tax law changes may affect you. Get answers to questions like:

  • How could the risk of another government shutdown affect the tax filing and refund process?
  • Will the new tax regulations cost me money or will I benefit?
  • When is it best to itemize my deductions vs. taking the standard deduction?
  • What is "bunching" and should I be doing it?
  • How can I position myself in 2019 to maximize my tax benefits?

Attendees will receive a copy of "2019 Key Financial Data", get access to additional financial planning guides, referrals to trusted tax professionals, and have a chance to win raffle items.

Open to all—bring a friend! Free parking at all seminars.
Tuesday, February 19th
6:30-8:00 p.m.
Miami Beach Senior Center
610 Española Way
Miami Beach (FREE Parking)
In partnership with Lambda Living and MDGLCC "U"
Thursday, February 21st
6:15-7:30 p.m.
Brockway Memorial Library
10021 NE 2nd Avenue
Miami Shores
Tuesday, February 26th
1:30-2:30 p.m.
The Pride Center at Equality Park
Wilton Manors with Scott Abolafia, CPA
Tax Support Quick Links
Monthly Market Insights | February 2019

Stocks dropped further following the mid-December Federal Open Market Committee meeting in which policymakers raised short-term rates 0.25 percent. The markets struggled to manage expectations when Fed Chair Jerome Powell indicated the Fed was...

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Referral Partner of the Month:
William H. Warren of Benefits Design Resources

William Warren established Benefits Design Resources (BDR) in 2005 to help individuals and businesses identify and select their ideal insurance solutions. Whether it’s life insurance, medical coverage, employee benefits, or specialized products like international medical insurance or disability insurance, clients know they can count on William's expertise to find the right, cost-effective insurance solution. Clients rely upon, and trust, the experience and expertise he has gained from two decades working for three of the country’s largest insurance companies: Humana, Blue Cross and Blue Shield of Florida, and the Traveler’s Insurance Company.

William holds an MBA from the University of Miami and an undergraduate degree in business administration from Virginia State University. He is also a Certified Employee Benefit Specialist (CEBS) and holds an insurance license from the State of Florida.

As a South Florida-based company, BDR understands the diversity of our community and the diversity of insurance products available. We’re able to make the most intelligent insurance recommendations whether you’re an entrepreneur wishing to cover your growing team of employees, an individual seeking ways to protect the #1 asset that is your income, or a same-sex couple desiring to provide for your newly adopted child.

Note: We often get asked to recommend professional and other services. We never accept commissions or fee splits from those we recommend.

The above mentioned professional is not affiliated or registered with Cetera Advisors LLC.
Attendees at our recent new office opening networker point to their photos from a poster that SAVE created to honor community advocates (L-R) George Neary, Bill Warren of Benefits Design Reources, Cindy Brown of Lambda Living, and David Treece.
Get a Starbucks card for referring a friend or family member to Treece Financial Group.
Who do you know that we could help?

Do you have a relative or friend whom you think would benefit from the same level of personalized financial planning service we provide to you?

If so, great! Simply email or call our office at 305-751-8855 with their information.

As thanks, we'll send you a Starbucks gift card so you can have a virtual coffee date with David at your convenience. 

PLUS, we are planning a special appreciation event later in 2019 especially for clients who refer a new client to us. Stay tuned for details!

We look forward to hearing from you...
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.