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John E.  Davis and Shanna A. Watson are licensed to sell Insurance Products in the following states:  IA, MO. John E. Davis is registered to sell Securities in the following states:  IA, MO. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. John E. Davis is registered with and securities are offered through Brokers International Financial Services, LLC. Member "SIPC" www.spic.org. Family Tree Financial and Brokers International Financial Services, LLC. are not affiliated companies. Family Tree Financial understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986.  Family Tree Financial adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information).  This relates to all ERISA accounts including Individual Retirement Accounts (IRAs).

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We believe by handling your family’s financial affairs with absolute respect, honesty, and intelligence we’ll be able to create and preserve your assets to confidently set up your family’s financial future.

Our Family's Mission is to

Protect Yours.

Here are some

Interesting Facts.

OF INFORMAL CARE

95%

for older adults who do not live in nursing homes is provided by family members.*

PER MONTH

$8,121

is the 2016 National average cost of a private room in a nursing home. A semi-private room's average cost is $7,148 per month. That's an extra $85,776 - $97,452 per year just for Nursing Home costs.**

REASON

#1

why people outlive their money: having to pay long-term care. Devastation ensues if a proper plan is not put in place. Legally protect your assets in case long-term care is needed.***

While many financial planning firms attempt to be all things to all people, we have found that by focusing exclusively on two areas, we are able to more confidently design plans that can help our clients worry less about retirement and focus more on what matters.

This is what

We Believe.