Ally Partners

The mission of The Solo Ager™ is to provide practical support and build a sense of community for those who might otherwise be alone or isolated.

The Solo Ager eCommunity builds upon Treece Financial Group’s mission to holistically address all aspects of a client’s financial well-being beyond just investments—including insurance, income planning, taxes, beneficiaries, emergency document retrieval, information security, estate planning, accounting, and issues related to health and wellness. 

David Treece and his team have developed a high level of expertise and capability in dealing with elder care issues such as establishing caregiving services, long-term care, working with experts in identifying assisted living facilities, helping 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. They work closely with spouses and family members taking into account aging and security concerns.

Investment Advisor Representative David Treece is an Accredited Investment Fiduciary. 

Learn more about David Treece, MBA, AIF®, CLTC® and Treece Financial Group Inc. here.

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No commissions or fees are paid to Treece Financial Group or other referral partners. All services and content are offered for educational purposes with no obligation.