A monthly newsletter brought to you by Treece Financial Group | # 51 | August 2018
Holistic | Welcoming | Advocacy-Oriented Financial Planning
Treece Financial Group serves a diverse, international clientele. Our clients include individuals from many racial and ethnic minorities, various religious backgrounds, uncommon family structures, and LGBTQ singles and couples. Unfortunately, the financial industry can be viewed as very conservative and unwelcoming to some individuals. We welcome all and approach each relationship with sensitivity and respect.
AIF logo
Above and beyond a proven and trusted financial advisor, I am a champion for your best interests.

As an Investment Advisor Representative and designated Fiduciary , I have the autonomy and discretion to put you at the center of all investment strategies and business decisions with transparency and the responsibility to avoid conflicts of interest.

Unlike many people in the financial services industry—who are really little more than salespeople—my Accredited Investment Fiduciary (AIF®) certification requires me to ethically and legally work with the duties of utmost care, integrity, honesty, full disclosure, loyalty, and good faith.

I, along with my staff, take this fiduciary responsibility to the n th degree. And, our client-centered holistic approach means that we provide many more services than a larger corporation or banks could offer:

  • financial coaching and advocacy
  • extensive referral network
  • free, no-pressure educational seminars
  • no-obligation client appreciation events
  • access to free online tools and guides
  • emergency document retrieval service
  • personalized assistance with:
  • establishing caregiving services
  • retro-fitting housing to allow aging in place
  • finding long-term care solutions
  • dealing with dementia and other health-related issues
  • working with experts to identify assisted living facilities and coordinate the physical move to facility
  • planning in advance of death for power of attorney and asset transfers
Who do you know that we can help?
Treece referral gift coffee cup
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. We look forward to hearing from you!
This Tuesday! Aging in Place FREE Seminar
Tuesday, August 7 | 6:30 pm | Brockway Memorial Library
From Baby Boomers to Bubbes— no matter what “aging stage” you or your loved ones are approaching, join us to get practical advice and smart tips. Limited seating —  RSVP to reserve your space!
3Q Market Forecast: As Good As It Gets?
Upbeat economic indicators reflect many positives. Yet enough uncertainty persists for us to pause and ask, is good news truly good news or is it actually bad news? Can markets and economies continue to grow, or is this as good as it gets?

Inverted yield curve: 10-year yield minus 2-year yield
The 5 Warning Signs Every Investor Should be Watching Now
Inverted yield curves have preceded every recession going back to the 1960s. We are currently in the midst of one. What could it mean for the future of the market?

Women's Equality Day is August 28: Empowerment through Financial Literacy
Everyone needs to take control of their money, but this job is critical for women over 50. Women live longer than men, on average, so many wives will outlive their husbands and manage their finances at some point. Many women still earn less than men, so they need to make their money work even harder. And women who’ve left the workforce to raise a family face smaller Social Security retirement benefits and fewer years to contribute to retirement. 

Registered Representative: Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.