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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


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Helpful Content

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Couples may be able to head off many of the problems in a marriage that money can cause.

 

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And the Executor Is

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Inflation & Your Money

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Insuring Your Business With a Buy/Sell Agreement

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to estimate your capital gains tax.

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This calculator helps estimate your federal estate tax liability.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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There are some smart strategies that may help you pursue your investment objectives

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There are a number of ways to withdraw money from a qualified retirement plan.

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Learn how to harness the power of compound interest for your investments.

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With alternative investments, it’s critical to sort through the complexity.

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The decision whether to buy or rent a home may have long-term implications.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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