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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
View all calculators
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.