Clients Excel Financial Planning is an independent financial services firm based in Moore, South Carolina, serving individuals, families, retirees, and people approaching retirement in South Carolina and beyond. Founded by financial advisor David C. Treece, the firm helps clients pursue financial and retirement goals through strategic planning, tailored approaches, and a five-step EXCEL process designed to understand each client’s needs and objectives.

Its holistic planning services address retirement income, investments, insurance, healthcare, long-term care, Social Security, tax minimization, and legacy planning. The firm organizes its guidance around three priorities: growing assets, preserving wealth, and providing for loved ones and causes. Clients Excel also offers educational resources, including a retirement podcast, articles, guides, events, and Treece’s book, How to Excel in Retirement: So That You Can Live Worry-Free. Visitors can use an online risk assessment and schedule a complimentary consultation. Accounts managed by the firm may use Charles Schwab for custody and related brokerage services, while advisory services are offered through CreativeOne Wealth, LLC.