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 Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.