Lower Your Taxes and Save for Retirement Today!
Even if you are self-employed, you have until April 18 to lower your taxes and save for retirement! As the 2016 tax deadline approaches, remember that there is still time to open a
At Davis Capital Management, we operate under a fiduciary standard—meaning we are legally and ethically obligated to act in your best interest. Our goal is simple: help you build and protect your wealth with objective, transparent guidance tailored to your goals.
A fiduciary is a financial advisor who must put your interests ahead of their own. Unlike some advisors who earn commissions for selling certain products, fiduciaries provide advice based on what’s best for you—not what pays them more.
Key differences:
Your investment strategy should be personalized, tax-efficient, and aligned with your long-term goals—not influenced by sales incentives.
With a fiduciary advisor, you get:
Advisors who are not fiduciaries may only need to meet a “suitability” standard—meaning they can recommend products that are okay, even if better options exist.
🚫 This could lead to:
✅ Fiduciary advisors, on the other hand, are always working in your corner.
We’re an independent, fee-only firm guided by fiduciary principles. That means:
Whether you’re planning for retirement, managing a recent windfall, or building long-term security, we’ll help you stay on course—with confidence and clarity.
Even if you are self-employed, you have until April 18 to lower your taxes and save for retirement! As the 2016 tax deadline approaches, remember that there is still time to open a
The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, 2022. Tips for making filing easier To speed refunds and
A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal.1 A separate survey the
