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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There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.