Tim Davis, CLU, CEBS

About Tim Davis, CLU, CEBS

Insurance Brokers and Advisors for Human Capital Mr. Davis is a graduate of the University of Texas at Austin with a BBA in finance. He also earned the Chartered Life Underwriter (CLU) designation from the American College of Financial Services and the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. He is a member of The Society of Financial Service Professionals and the Katy Chamber of Commerce. Website: www.daviscapitalcorp.com

Office: (281) 665-3133 | Cell: (832) 326-6187 | President, Davis Capital Corp.

What The Pandemic Has Taught Us About Financial Planning

Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic.  The social consequences are genuine, so is the financial impact as millions of Americans face economic hardship and uncertainty. - Tim Davis, CLU, CEBS As is the case with most of life, each hardship and challenge contains lessons to be [...]

By |2020-09-11T17:58:31+00:00September 8th, 2020|Retirement Planning|

Will Your Family Be Affected By The Secure Act

The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers' pockets, there is no shortage of great ideas on Capitol Hill. Take the clumsily-titled Setting Every Community Up for Retirement Act (SECURE Act), for example. The SECURE Act, which became [...]

By |2020-04-15T01:08:35+00:00January 7th, 2020|Retirement Planning|

Annuities And Asset Protection

Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and accumulated a very nice emergency fund. He maxed out his employer-matched qualified plan, invested in income-producing assets, looked for any tax savings, and started a [...]

By |2020-04-13T18:24:10+00:00August 30th, 2019|Annuities|