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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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 Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
When you’re married and have children, insurance needs will be different.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
At what point can you call a personal vehicle commercial?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
How federal estate taxes work, plus estate management documents and tactics.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
That big list of dreams and goals isn't the only way to look at your bucket list.
Taking your Social Security benefits at the right time may help maximize your benefit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.