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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
This calculator shows how inflation over the years has impacted purchasing power.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Explore the growing influence women wield over the economy with this handy infographic.
In the face of divorce, making changes to insurance coverage may be overlooked.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
This video discusses issues related to your retirement accounts when you move on from your job.
An amusing and whimsical look at behavioral finance best practices for investors.