CEO at Elite Retirement, Inc.
Pilot Point, Texas
David Kilcrease, CEO, is a licensed independent financial professional at Elite Retirement, Inc. in Pilot Point, Texas with 29+ years of experience. Specializing in Income Planning, Social Security, Estate Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
Phone: 678-665-3967
Email: [email protected]
Website: https://www.eliteretirementinc.com/
Licensed Independent Financial Professional · 29+ Years Experience
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.
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David Kilcrease at Elite Retirement, Inc. offers Income Planning, Social Security, Estate Planning in Pilot Point, Texas. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
David Kilcrease is an independent licensed financial professional specializing in retirement planning and safe money strategies in Pilot Point, Texas.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.