Effective Date: [AUGUST 20TH, 2025]
Welcome to Davis Capital Wealth. By accessing or using our website and services, you agree to the following Terms of Service. Please read them carefully.
1. Who We Are
Davis Capital Wealth provides financial education and advisory services to individuals and families throughout Ventura County and beyond. We offer strategies in retirement planning, mortgage protection, life insurance with living benefits, annuities, and asset protection.
Business Name: Davis Capital Wealth
Email: ruben@tfainsuranceadvisors.com
Phone: +1 (818) 381-6770
Location: Based in Ventura County, CA (The Valley)
2. Use of Our Website
The information on this website is for educational and informational purposes only.
Nothing on this site constitutes legal, tax, or financial advice. Please consult with a licensed professional before making decisions.
You agree not to misuse our website or use it for any unlawful purpose.
3. Services
We provide financial strategies and planning through our affiliation with The Financial Architects (TFA) and work with top-rated insurance and financial companies. Services may include:
Retirement Planning
Mortgage Protection
Life Insurance with Living Benefits
Annuities
Living Trusts & Legacy Planning
Debt Solutions
Availability of services may vary depending on state regulations and client eligibility.
4. Client Responsibilities
When you engage with Davis Capital Wealth:
You agree to provide accurate and truthful information.
You understand that results may vary and are not guaranteed.
You are responsible for reviewing all documents, contracts, and policies before making financial commitments.
5. Privacy
Your personal information is handled with care. Please refer to our Privacy Policy for details on how we collect, use, and protect your data.
6. Limitation of Liability
While we strive to provide accurate and up-to-date information, Davis Capital Wealth and its affiliates are not responsible for:
Errors or omissions in the content provided.
Any loss, damage, or financial harm resulting from reliance on information found on this site.
Third-party links, tools, or resources outside of our control.
7. Intellectual Property
All content on this website—including text, graphics, and logos—is the property of Davis Capital Wealth and may not be copied, distributed, or used without prior written consent.
8. Changes to Terms
We may update these Terms of Service from time to time. Any changes will be posted on this page with the updated effective date. Continued use of our website constitutes acceptance of these changes.
9. Contact Us
If you have any questions about these Terms of Service, you may contact us at:
Davis Capital Wealth
📍 Ventura County, CA (The Valley)
📧 Email: ruben@tfainsuranceadvisors.com
📞 Phone: +1 (818) 381-6770
