Income
For Life.
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.
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.
Services
We care for our clients with comprehensive services.
Customized options based on your unique needs.
At Family Tree Financial, we offer a long list of services. Not every service is for every client though. Each person has unique needs and their own vision for the future. We get to know you before making recommendations. All of our recommendations are designed to support your goals, whatever they may be. If you are needing guidance regarding investments, retirement income planning, legacy planning, education savings ideas, health care coverage, or insurance, we have options that may suit you.
- Asset Protection Strategies*
- Estate Conservation Strategies
- Retirement Accounts
- Trademarked Estate Organizer Systems
- IRA Distribution Strategies
- Investment Strategies
- 529 Education Plans
- Health Insurance Reviews
- Medicare Supplemental and Prescription Plan Reviews
- Life Insurance Evaluation
- Retirement Analyzer
- Medicaid Planning
- Nursing Home, Assisted Living and Home Health Care
*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 any assets. Please not 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.
We care for our clients with comprehensive services.
Customized options based on your unique needs.
At Family Tree Financial, we offer a long list of services. Not every service is for every client though. Each person has unique needs and their own vision for the future. We get to know you before making recommendations. All of our recommendations are designed to support your goals, whatever they may be. If you are needing guidance regarding investments, retirement income planning, legacy planning, education savings ideas, health care coverage, or insurance, we have options that may suit you.
- Asset Protection Strategies*
- Estate Conservation Strategies
- Retirement Accounts
- Trademarked Estate Organizer Systems
- IRA Distribution Strategies
- Investment Strategies
- 529 Education Plans
- Health Insurance Reviews
- Medicare Supplemental and Prescription Plan Reviews
- Life Insurance Evaluation
- Retirement Analyzer
- Medicaid Planning
- Nursing Home, Assisted Living and Home Health Care
*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 any assets. Please not 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.
We care for our clients with comprehensive services.
Customized options based on your unique needs.
At Family Tree Financial, we offer a long list of services. Not every service is for every client though. Each person has unique needs and their own vision for the future. We get to know you before making recommendations. All of our recommendations are designed to support your goals, whatever they may be. If you are needing guidance regarding investments, retirement income planning, legacy planning, education savings ideas, health care coverage, or insurance, we have options that may suit you.
- Asset Protection Strategies*
- Estate Conservation Strategies
- Retirement Accounts
- Trademarked Estate Organizer Systems
- IRA Distribution Strategies
- Investment Strategies
- 529 Education Plans*
- Health Insurance Reviews
- Medicare Supplemental and Prescription Plan Reviews
- Life Insurance Evaluation
- Retirement Analyzer
- Medicaid Planning
- Nursing Home, Assisted Living and Home Health Care
*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 any assets. Please not 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.
A 529 plan is a college savings plan that allows individuals to save for college on a tax-advantaged basis. Every state offers at least one 529 plan. Before buying a 529 plan, you should inquire about the particular plan and its fees and expenses. You should also consider that certain states offer tax benefits and fee savings to in-state residents. Whether a state tax deduction and/or application fee savings are available depends on your state of residence. For tax advice, consult your tax professional. Non-qualifying distribution earnings are taxable and subject to a 10% tax penalty.
BOOK A CONSULTATION
We would love to meet you and your family and help you start planning for a strong future.
BOOK APPOINTMENTBOOK A CONSULTATION
We would love to meet you and your family and help you start planning for a strong future.
BOOK AN APPOINTMENT
(660) 263-5630
John@FamilyTreeFinancial.net
204 W Rollins St.,
Moberly, MO 65270
Securities offered through Brokers International Financial Services, LLC. Member SIPC, Family Tree Financial and Brokers International Financial Services, LLC. are not affiliated companies.
Family Tree Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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. For additional information, please contact John Davis at 660-263-5630.