Davis & Davis Financial Partners

Davis & Davis Financial Partners is a Financial Planner in Davidson, NC. The firm provides specialized services including special education law, special needs law, special needs financial planning, elder law, and Medicaid planning, as well as expertise in wills, trusts, estate planning, and real estate law. They serve families, children, and seniors, maintaining a 5.00 rating.

The practice focuses on helping families navigate complex legal and financial systems, particularly regarding the rights of children with disabilities to receive a free, appropriate, public education. Charles G. Davis utilizes decades of experience to assist clients with the Individualized Education Program (IEP) process, guardianship proceedings, and the establishment of Special Needs Trusts, also known as Supplemental Needs Trusts. These trusts are used to protect assets while allowing individuals to retain essential public benefits like Medicaid and Supplemental Security Income. Additionally, the firm assists senior adults with estate administration, powers of attorney, and health care proxies to ensure property and funds are managed according to their wishes.

Located on Northeast Dr, the office is situated near the Davidson Creek and is a short drive from the Lake Davidson Nature Preserve. The location is also close to the North Harbor Marina and provides easy access to I-77 North and I-77 South.

The business maintains well-documented information online, ensuring their professional details are easily accessible. Their digital presence is well-optimized, allowing for clear and clean readability by search engines.

Davis & Davis Financial Partners provides dedicated advocacy and comprehensive planning for families and seniors in Davidson.