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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The item most homeowners forget on their home improvement project checklist is insurance.
Five creative (and inexpensive) ideas for motivating your employees.
Here are 5 reason why you may consider working through retirement.
Do you have an estate strategy? You should.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
Here is a quick history of the Federal Reserve and an overview of what it does.
$1 million in a diversified portfolio could help finance part of your retirement.