PRODUCTS & SERVICES

We specialize in retirement planning, Social Security benefits, estate planning, tax-reduction strategies, and all aspects of retirement asset allocations for individuals approaching, considering, or enjoying retirement.

 

We also offer life, health, annuities, and other types of insurance. Through ongoing daily interaction with clients, we provide information in response to inquiries about products and services, as well as address and resolve any concerns.

 

At Kilcrease Financial, 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 in order to accomplish their financial goals.

 

Kilcrease Financial prides itself on a customized personal experience for all of 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.

RETIREMENT

INCOME

PLANNING

  • Fixed Annuities

  • Equity Index Annuities

  • Immediate Income Annuities

  • Universal Life Insurance

  • Equity Index Life Insurance

COLLEGE

FUNDING

  • Universal Life Insurance

  • Equity Index Life Insurance

  • fafsa 

  • financial aid planning

  • college admissions funding

INSURANCE

PROTECTION

  • Disability Income

  • Mortgage Protection

  • Term Life Insurance

  • Universal Life Insurance

  • Equity Index Life Insurance

  • Whole Life Insurance

  • Final Expense Insurance

  • Accidental Death Insurance

  • Defined Medical (Hospital Confinement)

SMALL

BUSINESS

PLANNING

  • Defined Benefit Plans

  • 401k Plans

  • 403b Plans

LONG-TERM CARE

  •  Assisted living facility

  • continuing care retirement community

  • nursing home

  • home care

HEALTHCARE

&

MEDICARE

SUPPLIMENTS

  •  Individual PLANS

  • small and large group,

  • Intermediate coverage,

  • disability coverage.

  • medicare Suppliments 

  • standalone dental and vision.

ANNUAL REVIEW

  • Complimentary Service offered to clients

  • Walk Clients thru financial statements

CORPORATE

SOLUTIONS

  • GROUP BENEFITS

  • EXECUTIVE BENEFITS

  • WELLNESS PROGRAM

  • SUCCESSION PLANNING

ESTATE PLANNING

  • ESTATE PLANNING STRATEGIES

  • ASSET OWNERSHIP

  • TRUST

  • CHARITABLE GIVING

  • TAX STRATEGIES 

  • LEGACY PLANNING