You’re invited to connect, share, and learn with other active agers looking for social connections, opportunities to learn, and interested in staying independent for as long as possible. The Solo Ager has the resources to help you explore your options, enrich your life, and maintain control — no matter what your age or life stage.
Everplans helps you and your family prepare and plan during challenging times.
Get everything important organized once and for all — Wills, Life Insurance policies, healthcare documents, pet information, digital accounts, and so much more.
Make sure the people you love the most have all the vital, useful, and heartfelt
information they’ll need in case something happens to you.
Everplans provide tons of resources — articles, checklists, state-by-state guides — to help you avoid confusion and stay on track.
Investment Advisor Representative David Treece is an Accredited Investment Fiduciary, which means he has a legal duty to always put a client’s interest first. The Solo Ager builds upon Treece Financial Group’s mission to holistically address all aspects of a client’s financial well-being beyond just investments—including insurances, income planning, taxes, beneficiaries, emergency document retrieval, information security, estate planning, accounting, and issues related to health and wellness. For individuals who may be alone, their 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.
David 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, 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. They work closely with spouses and family members taking into account aging and security concerns.
Learn more about David Treece, MBA, AIF® and Treece Financial Group Inc. here.
Redstring is the global leader in building authentic digital communities and partners with businesses and organizations to create the best digital community experience. Redstring is committed to using business as a force for good and becoming a B Corp—a company certified by B Lab for demonstrating its commitment to high standards of social and environmental performance, accountability, and transparency.