Treece Financial Group, Inc

Treece Financial Group, Inc We are committed to providing an exceptional level of service. We offer our clients access to a comprehensive package if financial services.

Treece Financial Group is committed to helping promote the financial well-being of your entire "life-folio" with holistic services for every stage of your life. Securities and advisory services offered through Cetera AdvisorsLLC member FINRA/SIPC, a broker/ dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. Treece Financial group is not affiliated with Cetera Advisors LLC.

Being alone vs. loneliness: What does “enough social connection” look like for you right now?Let’s discuss “Together” at...
02/17/2026

Being alone vs. loneliness: What does “enough social connection” look like for you right now?

Let’s discuss “Together” at our book discussion TOMORROW 2 pm ET. Join us even if you haven't read the book - the topic is important.
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Aging in Pages is an online book discussion group facilitated by TreeceFi’s The Solo Ager initiative to help you think more clearly about aging, purpose, relationships, health, housing, and legacy—the same life areas that shape long-term financial decisions. We curate each title to spark thoughtful conversation and give you language, perspective, and confidence to make better choices for the years ahead. Facilitated by Team Treece member David Traupman.

Aging in Pages is a bimonthly online book discussion group (second Wednesdays, 2-3 pm ET) facilitated by Team Treece to help you think more clearly about aging, purpose, relationships, health, housing, and legacy. Come as you are. Read what you can. Participate at your own pace.

02/17/2026

U.S. equity futures are pointing lower as Wall Street returns to action after Monday’s President’s Day holiday. Nasdaq 100 futures lead the way lower as investors weigh geopolitical risks concerning Iran and premarket declines in Big Tech chip stocks that suggest AI disruption fears may continue. The Nasdaq Composite fell over 2% last week, capping its fifth straight weekly loss, its longest negative stretch since May 2022. S&P 500 and Nasdaq 100 futures are down 0.4% and 0.8%, respectively.

Note: Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

How do transitions—divorce, health changes, downsizing, loss—reshape your social world?People plan for money, housing, a...
02/16/2026

How do transitions—divorce, health changes, downsizing, loss—reshape your social world?

People plan for money, housing, and healthcare—but rarely for connection. Why do you think that is?

Which relationships feel most essential in this stage of your life?

Let’s discuss “Together” at our book discussion THIS WED 2 pm ET. Join us even if you haven't read the book - the topic is important.
_ _ _

Aging in Pages is an online book discussion group facilitated by TreeceFi’s The Solo Ager initiative to help you think more clearly about aging, purpose, relationships, health, housing, and legacy—the same life areas that shape long-term financial decisions. We curate each title to spark thoughtful conversation and give you language, perspective, and confidence to make better choices for the years ahead. Facilitated by Team Treece member David Traupman.

Aging in Pages is a bimonthly online book discussion group (second Wednesdays, 2-3 pm ET) facilitated by Team Treece to help you think more clearly about aging, purpose, relationships, health, housing, and legacy. Come as you are. Read what you can. Participate at your own pace.

02/15/2026

book discussion THIS WED 2 pm ET

https://us02web.zoom.us/webinar/register/WN_j2kJ7UIeTSesqYZYfYdLsQ #/registration

4 key strategies from “Together” to heal our social world far into the future:

Spend time each day with those you love. Devote at least 15 minutes each day to connecting with those you most care about.
Focus on each other. Forget about multitasking and give the other person the gift of your full attention, making eye contact, if possible, and genuinely listening.
Embrace solitude. The first step toward building stronger connections with others is to build a stronger connection with oneself. Meditation, prayer, art, music, and time spent outdoors can all be sources of solitary comfort and joy.
Help and be helped. Service is a form of human connection that reminds us of our value and purpose in life. Checking on a neighbor, seeking advice, even just offering a smile to a stranger six feet away, all can make us stronger.
_ _ _

Aging in Pages is an online book discussion group facilitated by TreeceFi’s The Solo Ager initiative to help you think more clearly about aging, purpose, relationships, health, housing, and legacy—the same life areas that shape long-term financial decisions. We curate each title to spark thoughtful conversation and give you language, perspective, and confidence to make better choices for the years ahead. Facilitated by Team Treece member David Traupman.

Join us NEXT Wed at 2 pm ET for our first Aging In Pages book discussion of 2026! We’ll be highlighting “Together” by fo...
02/11/2026

Join us NEXT Wed at 2 pm ET for our first Aging In Pages book discussion of 2026! We’ll be highlighting “Together” by former U.S. Surgeon General Vivek K. Murthy and its focus on rebuilding meaningful relationships as we age and creating a community that sustains us. All welcome — no pressure, no obligation. It's even OK if you haven't read the book!

https://us02web.zoom.us/webinar/register/WN_j2kJ7UIeTSesqYZYfYdLsQ #/registration
_ _ _

Aging in Pages is an online book discussion group facilitated by TreeceFi’s The Solo Ager initiative to help you think more clearly about aging, purpose, relationships, health, housing, and legacy—the same life areas that shape long-term financial decisions. We curate each title to spark thoughtful conversation and give you language, perspective, and confidence to make better choices for the years ahead. Facilitated by Team Treece member David Traupman.

Today’s the day to lose your fear and live more fiercely!Webinar Today at 1 pm ET: Less Fear, More Fierce: Q***r End-of-...
02/11/2026

Today’s the day to lose your fear and live more fiercely!
Webinar Today at 1 pm ET: Less Fear, More Fierce: Q***r End-of-Life Planning is co-presented by TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC. This innovative LGBTQ+-serving webinar series explores mortality, caregiving, and grief through a q***r and trans-affirming lens.

***rSpirit ***rGrief

Join TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC for an innovative LGBTQ+-serving webinar series exploring mortality, caregiving, and grief through a q***r and trans-affirming lens.

NEW Webinar Tomorrow at 1 pm ET: ”S*x, Death & Sacred Spaces: Q***r Spirituality Reimagined” with Hospice Chaplain Sarah...
02/10/2026

NEW Webinar Tomorrow at 1 pm ET: ”S*x, Death & Sacred Spaces: Q***r Spirituality Reimagined” with Hospice Chaplain Sarah Miller and Team Treece member David Traupman
Designed for LGBTQ+ people of all ages—and those who care for them—our innovative end-of-life planning webinars offer a safe and supportive space to explore LGBTQ+ grief and loss, ensure your legacy and wishes are honored, and overcome your fears of death to live more fiercely!

***rSpirit ***rGrief

Join TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC for an innovative LGBTQ+-serving webinar series exploring mortality, caregiving, and grief through a q***r and trans-affirming lens.

Did you miss our last live Treece Talk market update? Watch it on our YouTube channel. Subscribe and stay up to date!   ...
02/09/2026

Did you miss our last live Treece Talk market update? Watch it on our YouTube channel. Subscribe and stay up to date!

The headlines can be contradictory or confusing. The financial stakes are personal. 2026 is not a year to “wait and see.”Join David Treece for his first Tree...

What rituals or moments have helped you feel seen during grief, loss, or big life changes? What felt right—what was miss...
02/09/2026

What rituals or moments have helped you feel seen during grief, loss, or big life changes? What felt right—what was missing?

Share your thoughts and experiences in a safe and supportive space THIS WED at 1 pm at ”S*x, Death & Sacred Spaces: Q***r Spirituality Reimagined” with Hospice Chaplain Sarah Miller— TreeceFi’s La Vida Pride new LGBTQ+ end-of-life planning webinar series co-presented with Stonewall Village NYC.

***rSpirit ***rGrief

Join TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC for an innovative LGBTQ+-serving webinar series exploring mortality, caregiving, and grief through a q***r and trans-affirming lens.

02/09/2026

Despite Friday’s sharp recovery, investors are still wrestling with a murky economic outlook and growing concern about how AI will reshape various industries. Investors are mulling whether megacap Big Tech companies can monetize their immense spending on the technology.

U.S. equity futures edged lower amid Wall Street jitters ahead of a busy week of earnings and economic reports including key inflation readings and Wednesday’s crucial January jobs report. Stocks bounced higher Friday after notable losses earlier in the week. The Dow Industrials surged nearly 2.5% on Friday, finishing the week with its first-ever close above 50,000. The S&P 500 had its best day since May, up 1.97%. S&P 500 and Dow-30 futures slipped 0.1% while Nasdaq 100 futures are down 0.2%.

Note: Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

8 reasons to attend this Wednesday’s session of our NEW LGBTQ+ end-of-life planning series …” S*x, Death & Sacred Spaces...
02/09/2026

8 reasons to attend this Wednesday’s session of our NEW LGBTQ+ end-of-life planning series …” S*x, Death & Sacred Spaces: Q***r Spirituality Reimagined” with Hospice Chaplain Sarah Miller

1. Reclaiming Q***r Spiritual Identity at End of Life: Understand how to bring your full, unapologetic self—sexuality, gender, faith, doubt—into conversations about death, dying, and grief.

2. Naming and Healing Spiritual Trauma: Learn how religious harm shows up at end of life and in grief, and walk away with language and practices to interrupt shame, fear, and exclusion.

3. Navigating Death Without Organized Religion: Gain tools for meaning-making, comfort, and legacy when traditional faith structures no longer feel safe or relevant.

4. Q***r Reinterpretations of Faith and Sacred Texts: Hear real stories of LGBTQ+ people who have reclaimed faith traditions through a liberating, q***r lens—and what that makes possible.

5. Creating Rituals That Actually Reflect Your Values: Explore how to design spiritual rituals for dying, mourning, and remembrance that honor chosen family, identity, and truth.

6. Honoring Sacred Spaces Beyond Churches and Temples: Redefine what “sacred” means—home, body, community, nature—and how those spaces can support healing and transition.

7. Trusting Inner Knowing Over External Doctrine: Build confidence in your own spiritual authority when facing mortality, loss, and legacy decisions.

8. Practical Guidance for Supporting Others: Leave with concrete ways to show up for q***r loved ones during illness, death, and grief without defaulting to harmful or alienating frameworks.
_ _ _
Less Fear, More Fierce: Q***r End-of-Life Planning is co-presented by TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC. This innovative LGBTQ+-serving webinar series explores mortality, caregiving, and grief through a q***r and trans-affirming lens.

***rSpirit ***rGrief

Join TreeceFi's La Vida Pride LGBTQ+ initiative and Stonewall Village NYC for an innovative LGBTQ+-serving webinar series exploring mortality, caregiving, and grief through a q***r and trans-affirming lens.

Address

7971 Riviera Boulevard, Suite 331
Miramar, FL
33023

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13057518855

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Holistic & Advocacy-Oriented Financial Planning

Diversity is our strength

We serve a diverse, international clientele. Our clients include individuals from many racial and ethnic minorities, various religious backgrounds, uncommon family structures, and LGBTQ singles and couples. Unfortunately, the financial industry can be viewed as very traditional and unwelcoming to some individuals. We welcome everyone and approach each relationship with sensitivity and respect.

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.