Our Process

Our Process

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An Atmosphere of Trust

An Atmosphere of Trust

At Davis Capital Corp., we approach our work with you in an honest, straightforward manner to help you create a solid retirement plan with complete transparency. As an independent firm, we promise that we will never suggest products or services to you that are not recommended with your best interests in mind.

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Identifying and Solving <br/>Threatening Obstacles

Identifying and Solving
Threatening Obstacles

You can rest assured that our services are provided to you to address your concerns and solve identified risks that could potentially derail your low-stress lifestyle in retirement. We are proud to offer a variety of services to our clients so that they can live their lives in retirement without the worry of running out of money.

  • Retirement Planning

    Do you know where your retirement funds will come from? If you are like most people, qualified retirement plans, social security, and personal savings and investments are all expected to play a role. Based on your target retirement income to cover your expenses, we will prepare a plan using safe-money strategies to help protect your retirement funds from market losses and include a portion to provide a guaranteed lifetime income.

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  • Insurance

    Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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  • Blog

    Tim Davis, RICP®, CLU®, CEBS provides monthly updates for retirement planning and insurance.

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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

The ABC&#8217;s of Auto Insurance

The ABC’s of Auto Insurance

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Davis Capital Corp. with Retirement Planning

Davis Capital Corp. with Retirement Planning

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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

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Are you ready to live confidently?

Are you ready to live confidently?

We want to help you be able to retire comfortably without fear of outliving your wealth. Our services can provide you with peace of mind in knowing that your retirement funds can grow without the risk of market losses and that a portion of them can provide you and your spouse with a lifetime income.

Tim Davis, RICP®, CLU®, CEBS

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