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Our Financial Planning Process and Services

There's a lot of truth to the adage, “If you fail to plan, you plan to fail,” especially in today's financial world. With an ever-increasing number of choices in investments, insurance, real estate and other financial services, creating a comprehensive plan is essential to long-term success.

That's where Capital Analysts of Jacksonville steps in and provides a much-needed helping hand. Our financial planners are here to help you make informed decisions about your finances that are the right choices for you.

Our planning services are process driven, not product driven. We know that one size does not fit all and our advisors welcome the challenge to uncover unique solutions to help you achieve your financial goals.

To create your customized financial plan, our advisors will walk you through a step-by-step process that will help you gain more confidence in your decisions. Their first step is to listen and understand – not just your financial goals, but your vision, values and dreams. Only then do they proceed with strategy and plan development.

Individual/Family Services

Business Services

  • Fee-based Benefits Review
  • Qualified & Non-Qualified Retirement Plans
  • Group Benefits (Health, DI, Life, Dental)
  • Risk Management
  • Executive Benefits
  • Business Continuity Strategies
  • Implementation and Oversight

  Read about Our Commitment to the Community