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Treece
Brent Treece

1201 Oak St.

Conway

AR

72032

Professions

Financial Advisor

About Me
Workshops Offered

Estate Planning
Exploring Your Options for a Quality Retirement
Getting Your Financial House in Order
Social Security Explained
Investment Concerns in a Fragile Market
Maximizing the Right Mortgage Strategies in Todays Market
Strategies for a Sustainable Income in Retirement
Tax Planning
Understanding Critical Disability Issues
Financial Behavior

I am a non-traditional financial advisor that specializes in retirement planning, business exit, and tax efficiencies before and during retirement. Our team of advisors and CPA's believe diversification goes much deeper than just stocks, bonds, and mutual funds. We consider all options of diversification. Whether it be securities (stock market), alternative investments, insurance, real estate, or business investments our number one goal is to educate on all options available, not just the options most beneficial to the advisor/company. We educate those preparing for retirement, as well as those already in retirement on how to accomplish their goals of income, wealth preservation, and wealth transfer in the most efficient way possible. Our team believe in diversification between

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