Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.


Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to potentially create income to help support your desired lifestyle.

Attend one of our events to learn how addressing these concerns can help you feel
more confident about the days ahead.


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TreeceCo Study Hall
8:30 am - 1:30 pm | TreeceCo Financial

We wanted to find a way to open up the office once a month for our clients. TreeceCo Study Hall is an entire day dedicated to our clients, so you can stop in anytime that day for us to assist you with anything you need. For example, if you need some assistance with setting up your monthly distributions, asset allocations, even if you need to change your address or beneficiaries…this day is for you! The staff will all be here, ready to help you with whatever you need. Pop-ins on this day are ENCOURAGED! It is difficult sometimes to get the answers that you need and the time for the staff to help when clients stop by the office without a time set up for a visit. So, we thought we would set up one day a month for our clients to DO THE POP-IN!

No RSVP needed, stop by anytime on the designated day.


Rather Meet

If you would rather discuss your retirement questions in a private setting, you can schedule a complimentary consultation with TreeceCo in the comfort and privacy of our office.

Or give us a call at 704.784.7300