For over four decades, Charlton Davis has had the privilege and responsibility to help mature adults and their families address their most precious issues relating to the latter years of life. One of the most important issues is, of course, preparing for the possibility of long-term senior healthcare and the funding for it.

Charlton’s first major responsibility began in 1989 when he became the advisor for the Elder/MED America Association. For several years, he directed Elder/MED’s 300,000-membership with planning for their future healthcare. Today, more than 30 years later, he is still servicing many of those clients effectively. Throughout this period, they have praised him for his high level of expertise and his genuine sense of client service expressing to him such comments as, “I can trust virtually anything you recommend” and “I look to you as my financial guiding light.” 

More than 30 years ago, Charlton developed the now enormously valuable strategy he calls the “Home Equity LifeCare Plan,” or “H.E.L.P.” The H.E.L.P. strategy has been vetted by several government entities, including the National Council On Aging (NCOA), the Brookings Institution, and the Robert Wood Johnson Foundation, just to name a few.