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
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
View all calculators
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?