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 PlanningEstate PlanningInsuranceAsset ManagementGrowth PlanningCorporate:Execut

The Financial Planning Process

Sep 2nd, 2020 19m 37s

Today, David Kilcrease and Jon Gay walk through the six step financial planning process that Kilcrease Financial goes through with their clients.Determine Your Current Financial SituationDevelop Financial GoalsIdentify Alternative Courses of Ac

Income Planning, Social Security, and Taxes

Aug 7th, 2020 27m 36s

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

College Funding

Jul 30th, 2020 23m 45s

Today, David and Jon look at college funding, and the four phases of this process. They are:The Plan PhaseThe Package and Prep PhaseThe Pay PhaseThe Peace of Mind PhaseEach one of these phases has it's own important challenges. Read more: http

Life Insurance Explained

Jun 4th, 2020 22m 46s

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.

Dealing With These Uncertain Times

May 4th, 2020 26m 27s

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-o