Our Mission

Our Mission is to help individuals create and preserve their assets. You can trust us to help invest for your family's financial future and be confident that your financial affairs will be handled with absolute respect, honesty, and confidentiality.

 

We believe that people invest for a reason. Yours is as unique as you are. As a financial professional we can help you clarify what you want to achieve with your money, whether it's to build wealth, send a child to college, retire with financial independence or leave a legacy for your loved ones.

 

 

Our commitment to excellence encompasses not only professional relationships but also the friendships that we build with our clients. By maintaining long-term relationships with our clients, we can make decisions to help match their family's needs.

 

 

Our team of professionals is very important to our firm. We have strategic relationships with highly respected Attorneys and CPAs in the area. Coordinating with a team of professionals allows us to coordinate strategies to help you achieve your goals.

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).

© 2018 by Family Tree Financial

  • Grey Facebook Icon