Income Planning in Uncertain Times

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: [email protected]

Call David: 678-665-3967

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: [email protected]

Call David: 678-665-3967

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: [email protected]

Call David: 678-665-3967

Today, David and Jon look at college funding, and the four phases of this process. They are:

1. The Plan Phase
2. The Package and Prep Phase
3. The Pay Phase
4. The Peace of Mind Phase

Each one of these phases has it's own important challenges.  Read more: https://www.kilcreasefinancial.com/collegefunding

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

Email David: [email protected]

Call David: 678-665-3967

In our second episode, David Kilcrease explains life insurance, and the many different types and strategies it can work for you.

David works with hundreds of different providers, and that will enable him to find the perfect fit for each client.  For example, there are policies that enable you to withdraw funds when you need them, while you're still alive, in certain situations.

We also cover different aspects of life insurance, including

• Mortgage Protection
• Final Expense
• Tax Implications

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

Email David: [email protected]

Call David: 678-665-3967

In our first episode, David Kilcrease and Jon Gay explore the uncertain world that COVID-19 has created over the last several months.  We are a long way from the booming economy we were seeing at the beginning of March.

As Georgia begins to re-open, we look at the financial hit the individuals - and companies - have taken, and how it will affect their financial future.   It's so important to have a plan for financial downturns - as this likely won't be the last one we see.

What if you get furloughed, take a pay cut, or even lose your job? That's where an income plan comes in.

We take a look at how Coronavirus will affect the business world after the disease is under control.  Will more people be working from home? Will companies find more ways to cut overhead?

Are there opportunities for some folks to jump into the market and move money around right now?  Or does some money need to move to "safer" investments?

For help planning your financial future, find David online at https://www.kilcreasefinancial.com/

or give him a call directly at 678-665-3967.

Meet David Kilcrease, CEO of Kilcrease Financial, and hear why he got into this business.

Kilcrease Financial Website