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
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Glossary of Scam Terms
A helpful glossary of current scams.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.