Long-Term Care 

Crisis Planning

As an integral part of the plan, we investigate government programs such as Medicaid and Veterans Benefits for qualifying veterans to further reduce the out-of-pocket expense for care.
 
The LTC Crisis Plan is designed using a 4-step process:
 

  1. Define and understand your loved one's care needs and associated costs

  2. Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longevity risks.

  3. Analysis of the facts and creation of a written, comprehensive plan in a language that you can understand.

  4. Implementation of plan: In an effort to achieve the best results from the LTC Crisis Plan, we will help you with the application for Medicaid and Veterans Benefits when appropriate. Upon implementation of the plan, we carefully monitor it, and communicate with you on a regular basis through periodic review and quarterly performance reports.

 
An LTC Crisis Plan addresses the specific cost concerns you have for your loved one's care, allowing you to focus on more important areas like providing comfort and emotional support to your family member.

Schedule a Consultation

Call Us: 660-263-5630

REFERENCES

DISCLAIMER

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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