Davis Capital Management

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

15 Years

in Business

(904) 223-0510Call Visit WebsiteVisit Website Map & DirectionsDirections4788 Hodges Blvd Ste 201Jacksonville, FL 32224 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Jacksonville with Investment Management

Jacksonville Beach (7 miles)
Ponte Vedra Beach (8 miles)
Jax Beach (8 miles)
Neptune Beach (9 miles)
Ponte Vedra (9 miles)
Atlantic Beach (11 miles)

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General Info

Davis Capital Management is a fiduciary SEC-registered investment advisor providing financial planning and investment management in Jacksonville, Florida. Whether we are designing your business's retirement plan, your 401k rollover or your personal financial plan, we always put our clients' interests first. Our goal is to exceed client service expectations, anticipate and plan for future needs and provide objective financial solutions on a continual basis.

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Neighborhood

Southeast Jacksonville

Other Links

http://www.daviscapitalsite.com

https://www.daviscapitalsite.com

Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Details

Phone: (904) 223-0510

Address: 4788 Hodges Blvd Ste 201, Jacksonville, FL 32224

Website: http://www.daviscapitalsite.com

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Davis Capital Management

Tax Planning
We provide comprehensive tax planning strategies to help clients optimize their after-tax investment return. We assess individual tax situations, strategize to minimize tax liabilities, and maximize potential deductions and credits.
Charitable Giving
Certainly, as your financial advisor, we can play a pivotal role in coordinating and optimizing your estate planning. By collaborating with legal professionals, we can address key aspects such as wills, trusts, and beneficiary designations. We will work closely with you to understand your legacy goals, ensuring that your assets are distributed according to your wishes while minimizing tax implications. We’ll also explore strategies for wealth preservation and transfer, considering factors like charitable giving or establishing trusts for heirs. Regular reviews of your estate plan will be conducted to adapt to changes in your life or the regulatory landscape. Our aim is to provide comprehensive support, ensuring your estate plan aligns seamlessly with your overall financial objectives.
Tax Services
Roth IRA
A Roth IRA and a Traditional IRA differ primarily in their tax treatment. With a Traditional IRA, contributions are often tax-deductible, providing an immediate tax benefit. However, withdrawals in retirement are taxed as ordinary income. In contrast, Roth IRA contributions are made with after-tax dollars, offering no immediate tax deduction. The key advantage lies in tax-free withdrawals of both contributions and earnings in retirement. Choosing between them depends on your current and future tax situation. If you seek upfront tax benefits, a Traditional IRA may be preferable. However, if you anticipate higher taxes in retirement and desire tax-free withdrawals, a Roth IRA could be the more advantageous choice. As your financial advisor, we can tailor the decision to align with your unique financial goals and circumstances.
Tax Deductions

Investment Management
Crafting a personalized financial plan is essential to help you achieve your unique goals. We begin by understanding your aspirations, financial situation, and risk tolerance. Through comprehensive analysis, we develop a tailored strategy encompassing budgeting, investment planning, and risk management. This plan serves as a roadmap, guiding you toward objectives like retirement, education funding, and wealth accumulation. Regular reviews and adjustments ensure alignment with changing circumstances. Our commitment is to provide expert guidance, leveraging our skills and knowledge to optimize your financial well-being. Partnering with a trusted financial advisor like Davis Capital Management empowers you to navigate the complexities of financial planning with confidence and achieve a secure financial future.
Mutual Funds
Are annuities bad? Are mutual funds tax efficient? Does my investment account have hidden fees? Does my adviser work in my best interest or the insurance companies?
Wealth Management
At Davis Capital Management, our commitment to independent financial methodology is what separates us from all other wealth management firms. For over a decade, we have been designing financial plans and investment portfolios for individuals and institutions. We have earned a reputation of high integrity and we work very hard to make sure it is deserved.

Accounting Services
Payroll Services

Financial Planning
) designation is a professional certification for financial advisors, indicating a high level of competency, ethics, and expertise in financial planning. Awarded by the Certified Financial Planner Board of Standards, Inc. (CFP ®
Retirement Planning
The average life expectancy in the U.S. continues to rise and living longer means you will need more money to retire. The earlier you do retirement planning, the more time is on your side.
Annuities
College Funding

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