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
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Sustain financial well-being or create wealth through these actions.
Without your knowing, your investment portfolio could be off-kilter.
Three important factors when it comes to your financial life.
A quick look at how federal income taxes work.
There are common mistakes you can avoid when saving for retirement.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
When markets shift, experienced investors stick to their strategy.
All about how missing the best market days (or the worst!) might affect your portfolio.
Savvy investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.