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
Saving for College 101
Here's a crash course on saving for college.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Retirement Seen Through Your Eyes
What's your vision of retirement?
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.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
View all articles 
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
View all calculators
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?