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Why is working with a financial planner who is also an accredited fiduciary so important?
One word: accountability
An Accredited Investment Fiduciary is held to a higher professional standard and holds securities registrations that others may not.
A fiduciary is required to put your needs and interests first, not their own.
It’s like a doctor who is always going to do what’s best for your health regardless of incentives they may have.
David Treece is an Accredited Investment Fiduciary. He and his team take this responsibility seriously with every client.
With this level of accountability, why would you work with a financial planner who is NOT an Accredited Investment Fiduciary?
Call Treece Financial Group now for a no-obligation consultation.
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David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a decades-long commitment to providing financial and retirement planning to Miami’s LGBT community with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Treece Financial Group, 9999 NE 2nd Ave., Suite 203, Miami Shores, FL 33138.
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