1920 East Northland Avenue, Appleton, WI 54911

julie@planningconcepts.net

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Kerry Davis

Kerry Davis

President / Accredited Investment Fiduciary

(920) 730-3333

(920) 731-7401

kerry@planningconcepts.net

Licensing states add: MT, IN

Contact

Office: (920) 730-3333

Toll-Free: (800) 798-5722

Fax: (920) 731-7401

1920 East Northland Avenue

Appleton, WI 54911

julie@planningconcepts.net

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Securities and Advisory Services Offered Through Harbour Investments, Inc. Member of FINRA/SIPC.

Licensed in the Following States: CO,IN,MI,MT,TX,WI,FL,UT,KS,NV,VA

Medicare disclosure: We do not offer every plan available in your area. Currently we represent 4 organizations which offer 43 products in your area. Please contact Medicare.gov or 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.