David Kilcrease

CEO at Elite Retirement, Inc.

Pilot Point, Texas

Quick Answer

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.

Contact David Kilcrease in Pilot Point, Texas

Phone: 678-665-3967

Email: [email protected]

Website: https://www.eliteretirementinc.com/

Areas of Expertise in Pilot Point, Texas

Income PlanningSocial SecurityEstate PlanningLegacy PlanningBusiness Financial PlanningTax StrategiesAnnuitiesFixed AnnuitiesPension PlanningCollege Savings PlanningIndexed AnnuitiesRetirement Income PlanningLife InsuranceFederal EmployeesLong Term Care PlanningTax PlanningSocial Security PlanningWealth Management

About David Kilcrease — Pilot Point, Texas

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 ServicesOver 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 PlanningDavid 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 planni...

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Frequently Asked Questions About David Kilcrease & Financial Advisors in Pilot Point, Texas

What services does David Kilcrease offer?

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.

Why work with an independent financial advisor?

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.

Is David Kilcrease SafeMoney Certified?

David Kilcrease is an independent licensed financial professional specializing in retirement planning and safe money strategies in Pilot Point, Texas.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

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.