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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Your credit score may influence how much you pay for auto and home insurance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Women must be ready to spend, on average, more years in retirement than men.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.