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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Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.