David C. Treece, Investment Adviser Representative
David C. Treece is the president and founder of Clients Excel, an investment advisory firm in Spartanburg, S.C. David has helped many people understand the role annuities play in their financial planning since his start in the business 10 years ago. He writes a weekly financial newsletter that can be found on his firm’s website. David is an Investment Adviser Representative, and he is insurance licensed.
Phone: 864.641.7955 | Website: www.clientsexcel.com
Latest articles by David C. Treece, Investment Adviser Representative
When Saving for Retirement, Persistence Pays Off
Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.
Financial Planning in Retirement: Seeing All the Angles
In addition to investments, your financial adviser should be talking to you about insurance, Medicare, Social Security, long-term care, estate planning and tax planning.
By David C. Treece, Investment Adviser Representative Published
The Risk with Fixed Indexed Annuities
annuities Investors looking for safety and reliability often consider annuities, but fixed indexed annuities can have some variables to them that you need to be aware of.
By David C. Treece, Investment Adviser Representative Last updatedannuities