Welcome to Capital Analysts of Jacksonville
There is much more to a client relationship than financial transactions. It requires mutual trust and respect. It requires an 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. It’s our guiding principle as our advisors help clients make informed financial decisions that are right for them, their families, their businesses, and their life goals.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ascertaining the value of your business is important for a variety of reasons.
Here are six flags that may make your tax return prime for an IRS audit.
Do your insurance needs stay the same when the nest empties?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Purchasing homeowners insurance is critical for protecting your home.
There are four very good reasons to start investing. Do you know what they are?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Making the most of surprises is a great reason to work with us.