Broker Check


Special Needs Planning

Special Needs Planning is very important therefore, we assist families in planning for the financial future of their child or other dependent with special needs. Special needs planning requires indepth knowledge of the federal laws as they pertain to government benefit eligibility.

Most families are not aware that if they leave more than $2,000 to their child or adult dependent with special needs, the individual will lose eligibility for most government benefits.

It is important for families to make the right decision to protect those who depend on them. Most parents and/or guardians do not know where to go for answers. We provide the planning for your special needs dependent and your entire family. We are an advocate for the special needs dependent and for you.

By spending time with a Special Needs Planner, you have taken the first step to provide the future you envision for your special needs dependent and family.

For more information or to schedule an intake meeting, please call Kenneth R. Davis 704-892-2226 or 855-8WEALTH (855-893-3548).

Thanks for visiting the site and I look forward to being of service!

Kenneth R. Davis CLU®, ChFC®