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:
Individual/Family Services
Financial Planning (Fee-Based)
Wealth Management
Investment Advisory Services
Retirement Planning
Estate Planning
Insurance Plans
Charitable Gift Planning
Implementation and Oversight
Business Services
Benefits Review (Fee-Based)
Retirement Plans
Group Benefits (Health, DI, Life, Dental)
Risk Management
Executive Benefits
Business Strategies
Implementation and Oversight
Helpful Content
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.