www.clientsexcel.com Open in urlscan Pro
3.67.141.185  Public Scan

Form analysis
1 forms found in the DOM

POST

<form method="post" class="dmRespDesignRow" locale="ENGLISH" id="1017877039">
  <div class="dmforminput required  small-12 dmRespDesignCol medium-6 large-6" id="1037471314"> <label for="1517763819" id="1575941806" data-dm-for="dmform-0">Name*</label>
    <input type="text" class="" name="dmform-0" id="1517763819"><input type="hidden" name="label-dmform-0" value="Name*" id="1940726130" class="">
  </div>
  <div class="dmforminput required  small-12 dmRespDesignCol medium-6 large-6" id="1297010693"> <label for="1841533592" id="1983613709" data-dm-for="dmform-2">Phone*</label>
    <input type="tel" class="" name="dmform-2" id="1841533592"><input type="hidden" name="label-dmform-2" value="Phone*" id="1553177002" class="">
  </div>
  <div class="dmforminput required  small-12 dmRespDesignCol medium-12 large-12" id="1945610396"> <label for="1777072656" id="1432728000" data-dm-for="dmform-1">Email*</label>
    <input type="email" class="" name="dmform-1" id="1777072656"><input type="hidden" name="label-dmform-1" value="Email*" id="1408638056" class="">
  </div>
  <div class="dmforminput small-12 dmRespDesignCol medium-12 large-12 required" id="1202410449"> <label for="1901743173" id="1445227482" data-dm-for="dmform-4">Which of our services are you interested in learning more about?*</label>
    <select name="dmform-4" id="1901743173">
      <option selected="" disabled="" hidden="" value="" id="1798366829"></option>
      <option id="34433">Investment Planning</option>
      <option id="87100">Retirement Income Planning</option>
      <option id="86896">Insurance Planning</option>
      <option id="57021">Health Care Planning</option>
      <option id="65023">Long-Term Care Planning</option>
      <option id="37545">Social Security Planning</option>
      <option id="29203">Tax Minimization Planning</option>
      <option id="80907">Legacy Planning</option>
    </select>
    <input type="hidden" name="label-dmform-4" value="Which of our services are you interested in learning more about?*" id="1250322950" class="">
  </div>
  <div class="dmforminput small-12 dmRespDesignCol required medium-12 large-12" id="1130968039"> <label for="1820188449" id="1654878464" data-dm-for="dmform-5">How did you hear about Clients Excel Financial Planning?*</label>
    <select name="dmform-5" id="1820188449">
      <option selected="" disabled="" hidden="" value="" id="1961509231"></option>
      <option id="11514">Referred by a family member/friend</option>
      <option id="3998">Event</option>
      <option id="31814">Search Engine (Google, Yahoo, Bing …)</option>
      <option id="80090">Social Media (Facebook, LinkedIn, YouTube …)</option>
      <option id="9634">Online Ad</option>
      <option id="39044">Other</option>
    </select>
    <input type="hidden" name="label-dmform-5" value="How did you hear about Clients Excel Financial Planning?*" id="1792500055" class="">
  </div>
  <div class="dmforminput large-12 medium-12 dmRespDesignCol" id="1761732384"> <label for="1403524945" id="1167390443" data-dm-for="dmform-3">Message</label>
    <textarea name="dmform-3" id="1403524945"></textarea>
    <input type="hidden" name="label-dmform-3" value="Message" id="1001701395" class="">
  </div>
  <span id="undefined_clear" class="dmWidgetClear"></span>
  <span id="undefined_clear_clear" class="dmWidgetClear"></span>
  <div class="dmformsubmit dmWidget R" id="1258960682"><input class="" name="submit" type="submit" value="Send Message" id="1851149945"></div>
  <input name="dmformsendto" type="hidden" value="O0wrseIfFLt9qHN5bbtL5ST7Pbm5WyewGZmhjdUA0LUlEoDnLLBYHA9uc8uEKPjGsOyhCPFr0d8=" id="1429339109" class="" data-dec="true"><input class="dmActionInput" type="hidden" name="action"
    value="/_dm/s/rt/widgets/dmform.submit.jsp" id="1443151715"><input name="dmformsubject" type="hidden" value="Website Contact: New Message" id="1238977626" class="" data-email-subject="Website Contact: New Message"><input name="dmformfrom"
    type="hidden" id="1346304237" class=""><input name="dmformsubmitparams" type="hidden"
    value="8mpKnCSiNQXK/d9M7IDrS+H8ZYkBksDhIKH+ZLjtbv5yOmC0nt8dqKMw+aYouSq6HUvEGM7njP5lQmCy6m8KhaMxNethYjfZNVQHAHqJrxYqGboZT+d17OJLiehZfby06XfhrY1c8yyNknz7XR/pUfeCcuLWM88hMtx3E3/gWz36WUT98NB6X3zJYKnfxyqk659FaBGZjtwmDsvtFTL2FRb7G3U9lLR0CVejwi80bGr9qzMEcmcbJKpFaQLMLKkq"
    data-dec="true"><input type="hidden" name="page_uuid" value="504787ddd62b45d5b1a09ab465bccf58">
</form>

Text Content

 * Home
 * About
 * Services
   * Investment Planning
   * Retirement Income Planning
   * Insurance Planning
   * Health Care Planning
   * Long-Term Care Planning
   * Social Security Planning
   * Tax Minimization Planning
   * Legacy Planning
 * Resources
 * Blog
 * Reviews
 * Contact




Call Today: (864) 641-7955

 * Home
 * About
 * Services
   * Investment Planning
   * Retirement Income Planning
   * Insurance Planning
   * Health Care Planning
   * Long-Term Care Planning
   * Social Security Planning
   * Tax Minimization Planning
   * Legacy Planning
 * Resources
 * Blog
 * Reviews
 * Contact




FINANCIAL ADVISORS IN SPARTANBURG, SC

Excel in Retirement With Confidence

Could your financial life use some direction? Clients Excel Financial Planning
can help through strategic planning, tailored approaches, and a unique planning
process.


Schedule Consultation Now!


who we are


YOUR PATH TO FINANCIAL SUCCESS STARTS HERE

We're more than just financial advisors— we're a team equipped to help you get
to the finish line. Our customized planning process includes services that cover
these key milestones:



GROW

Prepare for the future by putting your hard-earned assets to work.



PRESERVE

Protect assets that can help you live the retirement you’ve always imagined. 


GIVE

Provide for the people and causes you care about the most. 

No matter what your goals are, founder and financial advisor David C. Treece can
guide you on your journey. He serves individuals, families, retirees and
near-retirees in South Carolina and beyond. Schedule a complimentary
consultation and let’s get you on the road to financial and retirement success.

Schedule Consultation Now!

holistic financial planning


THE FINANCIAL PLANNING WHEEL

At our firm, we see financial planning as a “wheel” supported by eight spokes.
The spokes are key financial areas that can support an overall, comprehensive
plan to drive your growth, preservation and legacy wishes.


1


RETIREMENT INCOME PLANNING

Plan your retirement income streams.

2


INVESTMENT PLANNING

Manage your overall portfolio.

3


INSURANCE PLANNING

Protection from life’s uncertainties.

4


HEALTHCARE PLANNING

Put needed coverage in place.

5


LONG-TERM CARE PLANNING

Plan for future care needs.

6


SOCIAL SECURITY PLANNING

Determine options and timing.

7


TAX MINIMIZATION PLANNING

Mitigate tax burdens.

8


LEGACY PLANNING

Leave a legacy.

Schedule Consultation Now!


EXCEL THROUGH RETIREMENT PLANNING

At Clients Excel, we help clients gain momentum in their financial lives through
our five-step EXCEL Process. It’s designed to uncover important details about
you, your goals and keep us on track.





WHAT'S YOUR RISK NUMBER?

Find out in 5 minutes. Capture your risk tolerance and see if your portfolio
fits you.

Find Out Now


5 SIMPLE STEPS TO A SUCCESSFUL RETIREMENT


Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you
less than confident about certain aspects of your retirement strategy? Here’s
the good news…there’s always time to adjust your plan and get back on track. You
can take your retirement strategy from flop to blockbuster with these simple
strategies.

Download Guide Now



READY TO EXCEL IN RETIREMENT WITH CONFIDENCE?

Interested in learning more about how we can help you reach your retirement
goals? Contact us to schedule a complimentary, no-obligation consultation.




Fields marked with a * are required.


SHORT FORM

Name*
Phone*
Email*
Which of our services are you interested in learning more about?* Investment
Planning Retirement Income Planning Insurance Planning Health Care Planning
Long-Term Care Planning Social Security Planning Tax Minimization Planning
Legacy Planning
How did you hear about Clients Excel Financial Planning?* Referred by a family
member/friend Event Search Engine (Google, Yahoo, Bing …) Social Media
(Facebook, LinkedIn, YouTube …) Online Ad Other
Message

Thank you for contacting us.
We will get back to you as soon as possible.
Oops, there was an error sending your message.
Please try again later.


CONTACT US




Address

104 N. Daniel Morgan Ave. Suite 102

Spartanburg, South Carolina 29306

 

Phone   

(864) 641-7955

 

Email  

hello@clientsexcel.com





Advisory services offered through CreativeOne Wealth, LLC, a Registered
Investment Adviser.



Licensed Insurance Professional. We are an independent financial services firm
helping individuals create retirement strategies using a variety of investment
and insurance products to custom suit their needs and objectives. This material
has been prepared for informational and educational purposes only. It is not
intended to provide, and should not be relied upon for, accounting, legal, tax
or investment advice. 




Investing involves risk, including the loss of principal. No Investment strategy
can guarantee a profit or protect against loss in a period of declining values.
Any references to protection benefits or lifetime income generally refer to
fixed insurance products, never securities or investment products. Insurance and
annuity products are backed by the financial strength and claims-paying ability
of the issuing insurance company.

 

Provided content is for overview and informational purposes only and is not
intended and should not be relied upon as individualized tax, legal, fiduciary,
or investment advice. By contacting us, downloading booklets, or attending
events, you may be offered a meeting to discuss how our insurance and other
services can meet your retirement needs. The presenters of this information are
not associated with, or endorsed by, the Social Security Administration or any
other government agency.




ARE-15157 | 23122-2023/6/16




Privacy Policy







Share by: