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:
Individual/Family Services
Financial Planning (Fee-Based)
Wealth Management
Investment Advisory Services
Retirement Planning
Estate Planning
Insurance Plans
Charitable Gift Planning
Implementation and Oversight
Business Services
Benefits Review (Fee-Based)
Retirement Plans
Group Benefits (Health, DI, Life, Dental)
Risk Management
Executive Benefits
Business Strategies
Implementation and Oversight
Helpful Content
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.