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REFERENCES

* https://docs.wixstatic.com/ugd/75db5c_905f34d0a4bb4d8da94c083b25d33011.pdf

** https://www.genworth.com/services/servlets/pdf/CostofCare_2017

*** http://dontgobroke.com/book-excerpts/

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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