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
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Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Saving for College 101
Here's a crash course on saving for college.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.