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

  • LinkedIn Social Icon
  • Facebook Social Icon

DISCLAIMER

iInformational statements regarding insurance coverage are for general description purposes only. These statements do not amend, modify or supplement any insurance policy. Consult the actual policy or your agent for details regarding terms, conditions, coverage, exclusions, products, services and programs which may be available to you. Your eligibility for particular products and services is subject to the final determination of underwriting qualifications and acceptance by the insurance underwriting company providing such products or services.

This website does not make any representations that coverage does or does not exist for any particular claim or loss, or type of claim or loss, under any policy. Whether coverage exists or does not exist for any particular claim or loss under any policy depends on the facts and circumstances involved in the claim or loss and all applicable policy wording.

 NO RENDERING OF ADVICE

The information contained within this website is provided for informational purposes only and is not intended to substitute for professional advice. In accessing this service, no client, advisory, fiduciary or professional relationship is implicated or established and neither Kilcrease financial,inc nor any other person is, in connection with this site, engaged in any professional services or advice. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional. kilcrease financial,inc specifically disclaims any liability for any direct, indirect, incidental, consequential or special damages arising out of or in any way connected with access to or use of the website (even if kilcrease financial,inc has been advised of the possibility of such damages), including liability associated with any viruses which may infect a user’s computer equipment.

COPYRIGHT & TRADEMARKS

The trademarks, logos and service marks displayed on this website are the property of kilcrease financial, inc. Users are prohibited from using any of these without the written permission of kilcrease financial,inc. All content on the website is protected by copyright. Users are prohibited from modifying, copying, distributing, transmitting, displaying, publishing, selling, licensing, creating derivative works or using any content on the website for commercial or public purposes.