Financial Services

Treece Financial Group, Inc. is a consumer advocate-oriented firm that is dedicated to exposing how the financial services industry can work for you or work against you. Our goal is to make you feel comfortable with your investments, reduce your risk and reduce or eliminate any fees you are paying. We also take a comprehensive approach to your financial well-being by providing you ongoing information that will help you protect yourself and your loved ones. As an independent financial planning firm, we are on the cutting edge of new products and new services. We provide plans and solutions rather than just sell products. David Treece is an Investment Advisor Representative affiliated with Workman Securities Corp. We can prepare full-blown financial plans, open advisory accounts, and provide you with full-service investment advice. We can provide fee based investments that can provide a monthly income through fixed income securities, or manage a portfolio using professional money managers. Treece Financial Group, Inc. is an independent financial planning firm and, as an Investment Advisor Representative, has a fiduciary responsibility to put the investment client's interest first as opposed to most brokers who are really just salespeople.