Clients Excel

Financial Advisors in Spartanburg, SC

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.

Schedule Consultation Now!

who we are

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.

Schedule Consultation Now!

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.

Schedule Consultation Now!

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.

Evaluate, Examine, Create, Enhance, Live
Evaluate, Examine, Create, Enhance, Live

What's Your Risk Number?

Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you.

Find Out Now
5 Simple Steps to a Successful Retirement, Make Your Retirement a Blockbuster

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.

Download Guide Now
Share by: