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Capital Analysts of Jacksonville takes a holistic approach to the planning process. We feel it is important to understand our clients' objectives and history before making any recommendations about services and products. Planning is done on a fee basis with an emphasis placed on client education and understanding of their current situation prior to developing specific recommendations. All fees are fully disclosed prior to beginning the planning process.
Areas of Expertise
• Business Planning
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Estate Planning/Business Continuity
• Retirement Planning
• Qualified Plans
• Employee Benefits
• Investments Portfolio Design/Asset Management
• Tax Planning
• Family Office Services
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A Word About Products
Capital Analysts specializes in providing financial guidance, services and products tailored to the needs of our clients. Implementation of many financial plans involves the purchase of investment product(s) and/or insurance product(s). Although clients are under no obligation to purchase any product from Capital Analysts, the firm has access to thousands of top-quality investment and insurance products. Whether it be life insurance, health insurance, annuities, mutual funds, limited partnerships, private money managers, etc., the planner's role is to broker the best product to meet the client's need. It can therefore be advantageous to the client to give Capital Analysts an active role in implementing a financial plan.