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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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About Us

What’s the number one reason why people outlive their money? 

 

Long-term care. 

 

And we have seen the devastation it causes to individuals and their families. That’s why we specialize in helping our clients plan for unexpected costs they may face during retirement—Because every person deserves a worry-free retirement.

 

We do this by conducting a custom financial assessment to identify what assets are best suited to convert into products like annuities* and life insurance policies. These act as safety nets in case long-term care is needed. We take advantage of little-known tax incentives and government programs that don’t require asset spend-downs.

 

These aren’t one-size-fits-all programs either. Each plan is entirely customized to our client’s best interests. We know that long-term care is one topic most of us would rather avoid than discuss. That's why we made it our mission to ensure our clients are ready in case it becomes a topic they have to discuss-- Because when you have the right plan, nothing is unexpected.

* Fixed Annuities are long-term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.