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:
Financial Planning (Fee-Based)
Investment Advisory Services
Charitable Gift Planning
Implementation and Oversight
Benefits Review (Fee-Based)
Group Benefits (Health, DI, Life, Dental)
Implementation and Oversight
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An increasing number have been developed to help individuals with their personal finances.
Medicare’s popular program, offering free gym membership and health education.
Good employee health can be great for the company’s bottom line.
In the face of divorce, making changes to insurance coverage may be overlooked.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
All about how missing the best market days (or the worst!) might affect your portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.