(888) 587-3323
Most individuals with older parents know that long-term care is quickly becoming a fact of life.
Long-term care costs are going up faster than what can be saved or invested to cover them.
Services can quickly drain all of them.
Which assets would your loved ones use first?
Would they be willing to deplete all of their accounts to cover costs?
Treece Financial Group can advise you on solutions that could give more advantages and more choices to address potential LTC needs.
As a fiduciary with the duty to always put a client’s interests first, you can trust that David Treece will offer the most appropriate advice for your situation.
He can also refer you to trusted elder care and Medicaid planning attorneys.
Call David Treece today to schedule a complimentary consultation or to receive allied resource referrals.
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David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a decades-long commitment to providing financial and retirement planning to Miami’s LGBT community with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Treece Financial Group, 9999 NE 2nd Ave., Suite 203, Miami Shores, FL 33138.
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