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Income Planning in Uncertain Times

Income Planning in Uncertain Times

Written by: David Kilcrease
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 " I got into the financial business because I grew up in a middle class family, and witnessed many people not properly planning for retirement, or even for the next five years of their life. I wanted to be able to advise individuals and families in building a stronger retirement, in order to be able to leave a legacy for their loved ones.” Sixteen years ago, David Kilcrease entered the insurance and financial business, at the age of nineteen. He started with financial planning and debt consulting for both families and businesses. David then furthered his education at the University of Alabama, and earning a BS in Finance. Since that time, David has committed to continually expanding his education and knowledge base in order to meet his clients’ ever-changing needs and goals. After his father died in 2009, David witnessed firsthand the challenges of facing the unexpected death of a loved one. He was struck by the financial hardship his mother experienced and the challenges she faced by what was left for her to live on. His parents did not have a plan in place, and perhaps their most crucial mistake was not hiring the right advisor to help them. As a result, they had failed to obtain the appropriate amount of coverage and lacked a cohesive plan to overcome the income loss which resulted from the death of his father. Due to his own experience with his father’s death, it is David’s personal mission to educate his clients and to help ensure they have an effective financial plan in place. David meets regularly with his clients to help them overcome the financial obstacles of life with reliable planning and continuing education on our changing markets. Economics Leadership Management & Leadership Personal Finance
Episodes
  • Services Overview

    Services Overview
    Oct 6 2020

    Today, David Kilcrease and Jon Gay cover the vast array of services offered by Kilcrease Financial, at both the individual and corporate levels.

    Individual:

    • Financial Planning
    • Estate Planning
    • Insurance
    • Asset Management
    • Growth Planning

    Corporate:

    • Executive Benefits
    • Employee Benefits
    • Wellness Plans
    • Retirement Plans

    Resources:
    Kilcrease Financial Website: https://www.kilcreasefinancial.com/

    Email David: david@kilcreasefinancial.com

    Call David: 678-665-3967
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    17 mins
  • The Financial Planning Process

    The Financial Planning Process
    Sep 2 2020

    Today, David Kilcrease and Jon Gay walk through the six step financial planning process that Kilcrease Financial goes through with their clients.

    1. Determine Your Current Financial Situation
    2. Develop Financial Goals
    3. Identify Alternative Courses of Action
    4. Evaluate Alternatives
    5. Create and Implement a Financial Action Plan
    6. Reevaluate and Revise Your Plan

    Resources:
    Kilcrease Financial Website: https://www.kilcreasefinancial.com/

    Email David: david@kilcreasefinancial.com

    Call David: 678-665-3967
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    20 mins
  • Income Planning, Social Security, and Taxes

    Income Planning, Social Security, and Taxes
    Aug 7 2020

    Today, David Kilcrease and Jon Gay focus in on three important aspects of retirement - incoming planning, social security, and taxes.

    Resources:
    Kilcrease Financial Website: https://www.kilcreasefinancial.com/

    Email David: david@kilcreasefinancial.com

    Call David: 678-665-3967
    Show More Show Less
    28 mins
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