Income For Life.

Our goal with an Income for Life plan is to help our clients manage their assets to last throughout retirement.


This roadmap is designed in partnership with you using a 4-step process:
 

  1. Define and understand your planning needs and goals.

  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 Implementation of plan: Unlike many plans that are only on paper and out of date three months later, our Income for Life plans live and breathe - and are made available online 24/7. The impact of the market fluctuations, inflation and healthcare costs on your portfolio can be seen immediately. Upon implementation of the plan, we carefully monitor it to ensure it meets expectations - and communicate the results on a regular basis through periodic reviews and quarterly performance reports.

 
An Income for Life plan is designed to help you achieve your retirement goals and objectives and gives you peace of mind.

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).

© 2018 by Family Tree Financial

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