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Meet David Treece of Treece Financial Group in Miami Shores

Today we’d like to introduce you to David Treece.

So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
I got into this industry almost like no one else. Most financial advisors start out working for a large brokerage firm or a large insurance company. Although I did work for a small financial planning firm, I basically just opened my own office, but almost nobody does it this way. That was 12 years ago. Right from the beginning I had a series of dramatic financial planning cases including some that landed me in both local and national news. I had to get a guardianship for one elderly client who was deluded into sending thousands of dollars to criminals in a lottery scam. It was the lead story on the local news two nights in a row. I had another elderly client lose money in an internet scam, but we got all $9,000 back. That was a great story featured on PBS’s Nightly Business Report. I have had to deal with everything from the 2008 financial crisis to planning for survivors of dying clients. I work with a lot of older clients, so this is just a part of the work we do.

Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
This industry undergoes incredible change—economic and market challenges, regulatory changes, and even technological revolutions in how things are done. Many people wash out of this industry, but we are managing to grow and plan for all of these challenges.

Treece Financial Group – what should we know? What do you guys do best? What sets you apart from the competition?
Nobody does what we do. First, we are investment fiduciaries, which means we have a duty to always put a client’s interest first. Treece Financial Group follows a fiduciary process that includes a duty of loyalty, utmost care, full disclosure, good faith, and no conflicts of interest. Secondly, we are truly holistic and look at everything that can affect our clients’ well-being. Our distinguishing characteristic is ADVOCACY, and we have the success stories to demonstrate it. We have helped clients fight fraud, win insurance claims, protect assets, get vital tax and legal help, as well as manage investments with an eye towards meeting goals and managing risk.

What is “success” or “successful” for you?
We have become the “go to” firm for dealing with aging, eldercare, and end of life financial planning. As part of our holistic practice, we have developed a high-level of expertise and capability in dealing with elder care issues such as working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues. We work closely with spouses and family members taking into account aging and security concerns. For individuals who may be alone, our client experience is designed to not only be a lifelong relationship, but to build a sense of community to those who might otherwise be alone or isolated.

We specialize in assisting family members after the death of a loved one that often includes significant asset transfer and complicated work with trusts and attorneys.

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