A Financial Advisor Helps You Make Informed Decisions
There is much more to a client relationship than financial transactions. It requires mutual trust and respect. It requires a financial advisor with a deep understanding of your vision and values, someone you can trust to coordinate the many complexities of life. It requires objectivity and an un-biased approach to solving problems – and someone who is always focused on helping you achieve your financial goals.
At Capital Analysts of Jacksonville, our clients come first. Our financial advisors help clients make informed financial decisions that are right for them, their families, their businesses, and their life goals.
Our services include:
Financial Planning (Fee-Based)
Investment Advisory Services
Charitable Gift Planning
Implementation and Oversight
Benefits Review (Fee-Based)
Group Benefits (Health, DI, Life, Dental)
Implementation and Oversight
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Regardless of how you approach retirement, there are some things about it that might surprise you.
Five creative (and inexpensive) ideas for motivating your employees.
Six overlooked tax deductions to help manage your tax bill.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.