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.
Ready to excel in retirement with confidence?
Interested in learning more about how we can help you reach your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Contact us
Address
Spartanburg
104 N. Daniel Morgan Ave. Suite 102
Spartanburg, South Carolina 29306
Greenville
33 Market Point Dr. Greenville, SC, 29607
Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
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