Twenty-one years ago, I entered the insurance and financial business, at the age of nineteen. I started with financial planning and debt consulting for both families and businesses.
Over the years, I have 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, I am able to be very well-rounded in the needs of my clients.
I experienced the death of his father in 2009 and has also been through this with many clients as well as their families over the years. It drew my attention to the need for estate and legacy planning strategies to be in place. I also develop estate planning strategies for my clients, ranging from tax strategies to legacy planning. I help build strong powers of attorney, Last Will & Testaments, and advance directives for their loved ones to make the transfer of wealth easier for their family. I help through the whole process after a loved one has passed, from filing death claims to transferring wealth among the family, as a service to my clients.
At Elite Retirement, we advise clients on the best financial planning options available, based on their unique situation. By utilizing our extensive knowledge and experience with tax and investment strategies, securities, insurance, pension plans, and real estate, we can provide an in-depth financial analysis. We assess clients’ assets, liabilities, cash-flow, insurance coverage, tax status, and financial objectives to establish effective investment strategies to accomplish their financial goals.
Kilcrease Financial prides itself on a customized personal experience for all our clients. Below are some of the areas in which we can provide assistance. However, our services are not limited to the following. If there is a related service which you are interested in, please contact us! We can help you or suggest a trusted professional in the area who can.
It is my personal mission to educate my clients and to help ensure they have an effective financial plan in place. I meet regularly with them to help them overcome the financial obstacles of life with reliable planning and continuing education on our changing markets.