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.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?