Financial Advisors in Spartanburg and Greenville
Excel in Retirement With Confidence
Could your financial life use some direction? Clients Excel Financial Planning can help through strategic planning, tailored approaches, and a unique planning process.
Your Path To Financial Success Starts Here
We're more than just financial advisors— we're a team equipped to help you get to the finish line. Our customized planning process includes services that cover these key milestones:
grow
Prepare for the future by putting your hard-earned assets to work.
preserve
Protect assets that can help you live the retirement you’ve always imagined.
give
Provide for the people and causes you care about the most.
No matter what your goals are, founder and financial advisor David C. Treece can guide you on your journey. He serves individuals, families, retirees and near-retirees in South Carolina and beyond. Schedule a complimentary consultation and let’s get you on the road to financial and retirement success.
holistic financial planning
The Financial Planning Wheel
At our firm, we see
financial planning as a “wheel” supported by eight spokes. The spokes are key financial areas that can support an overall, comprehensive plan to drive your growth, preservation and legacy wishes.
1
retirement income planning
Plan your retirement income streams.
2
investment planning
Manage your overall portfolio.
3
insurance planning
Protection from life’s uncertainties.
4
healthcare planning
Put needed coverage in place.
5
long-term care planning
Plan for future care needs.
6
social security planning
Determine options and timing.
7
tax minimization planning
Mitigate tax burdens.
8
legacy planning
Leave a legacy.
Excel through Retirement Planning
At Clients Excel, we help clients gain momentum in their financial lives through our five-step EXCEL Process. It’s designed to uncover important details about you, your goals and keep us on track.
What's Your Risk Number?
Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you.
5 Simple Steps to a Successful Retirement
Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
