David Kilcrease entered the insurance and financial business twenty-one years ago at the age of nineteen. He started with financial planning and debt consulting for both families and businesses in Little Elm, Texas and throughout the Dallas-Fort Worth area.

Comprehensive Financial Planning Services
Over the years, David has consulted with families and businesses about financial needs including Income Planning, Social Security, College Funding, and Business Financial Planning. Having many specialties in finance and other areas, he is able to be very well-rounded in meeting the needs of his clients throughout Texas.

Estate and Legacy Planning
David experienced the loss of his father in 2009 and has walked alongside many clients and their families through similar experiences over the years. This drew his attention to the critical need for estate and legacy planning strategies to be in place. He develops estate planning strategies for his clients, ranging from tax strategies to legacy planning, and helps build strong powers of attorney, Last Will & Testaments, and advance directives to make the transfer of wealth easier for loved ones.

Elite Retirement's Approach
At Elite Retirement, Inc., David and his team advise clients on the best financial planning options available based on their unique situation. By utilizing extensive knowledge and experience with tax and investment strategies, securities, insurance, pension plans, and real estate, they provide an in-depth financial analysis assessing clients' assets, liabilities, cash-flow, insurance coverage, tax status, and financial objectives.

Personalized Client Experience
Kilcrease Financial prides itself on a customized personal experience for all clients. David's personal mission is to educate his clients and help ensure they have an effective financial plan in place. He meets regularly with clients to help them overcome the financial obstacles of life with reliable planning and continuing education on changing markets.

Contact David today to discuss your retirement planning needs in Little Elm, Texas.

Financial Advisors in Pilot Point

David Kilcrease