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
9 Facts About Social Security
There are things about Social Security that might surprise you.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It's important to understand the pros and cons when considering a prepaid debit card.
Do you have an estate strategy? You should.
An inside look at how marginal income tax brackets work.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.