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

 

This is your retirement roadmap.

Income

For Life.

Long-Term Care

Crisis Planning.

If you are dealing with a long-term care crisis for an aging parent, this plan helps you discover ways to pay for Home Health Care, Assisted Living or Nursing Home costs in the most tax efficient, cost effective way possible.

  • Asset Protection Strategies*

  • Estate Conservation Strategies

  • Retirement Accounts

  • Trademarked Estate Organizer Systemâ„ 

  • IRA Distribution Strategies

  • Investment Strategies

  • 529 Education Plans

  • Health Insurance review

  • Medicare Supplemental and Prescription plan review

  • Life Insurance Evaluation

All of Our Financial Services

Contact Us for a

Free Consultation

* Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

 

Family Tree Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Call Us: 660-263-5630

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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