Treece Financial Group’s holistic and personalized approach is well beyond what many larger banks and corporations are able and willing to provide. We are dedicated to all aspects of your financial well-being, not just managing investments. This includes planning for major transitions like retirement, emergencies due to death or disability, end of life scenarios, cross- generational planning, analyzing “what if” scenarios, and so much more. As an independent, fee-based Accredited Investment Fiduciary, David Treece, MBA, AIF®, works exclusively in the best interest of his clients and is legally obligated to provide unbiased financial advice. (Many financial advisors do not have this fiduciary duty and have a lower “suitability” standard). We are dually-licensed which means that we are supervised by our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance). We pride ourselves on having a very comfortable 3-step investment process. Our insightful financial appraisal is a thought-provoking experience that leads to more informed and personalized investment decisions. For over 30 years, our clients have trusted us to look out for their best interests. No matter what your concerns - we work with every client to make them feel comfortable and informed before any financial decisions are made. The first step is to make sure you believe we are a good fit for you. Contact us today to start a conversation … Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.