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
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
View all articles 
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
View all calculators
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?