Capital Analysts of Jacksonville

Capital Analysts of Jacksonville is a fee-based financial planning, wealth management, and employee benefits firm

Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm. We also provide advanced estate and philanthropic planning, and help businesses with employee benefits, including health, life, disability and retirement plans. The firm dates back to 1968 and has been under consistent ownership since 1992. Our ensemble operating style allows us to leverage the individual strengths and specialized knowledge of our professional team members to provide comprehensive and objective financial advice. We know that one size does not fit all and we welcome the challenge to uncover unique solutions to help clients achieve their financial and life goals. Specialized niches served by some members of our team include working with nonprofit organizations and special needs families, and helping people maximize Social Security and Medicare benefits. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Analysts of Jacksonville, Florida, Inc. and the above firms are independent and non-affiliated entities. Social Security claiming services are not offered through, or supervised by, Lincoln Investments or Capital Analysts.

Mission: Our independence, private ownership, fee-based process, absence of proprietary products and the depth of our team’s collective knowledge enhance our advisors' ability to provide clients with objective advice and customized solutions. Our guiding principles: -Always put clients first -Take responsibility for actions that influence the lives of our clients and fellow team members -Contribute to the community and society as a whole -Act with honesty and integrity, without compromising the truth -Commit to quality and unmatched client service

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What is the Value of Your Business?

Valuation is important for business succession, estate taxes and
even qualifying for a loan.

capanjax.com Ascertaining the value of your business is important for a variety of reasons.

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Monthly Market Insights | March 2020

Last month, Coronavirus fears sent stocks into correction territory, as investors grappled with the rapidly unfolding story.

capanjax.com Monthly Market Insights | March 2020 U.S. Markets Coronavirus fears sent stocks into correction territory in February, as investors grappled with the unfolding story. The Dow Jones Industrial Average lost 10.07 percent, while the Standard & Poor’s 500 Index dropped 8.41 percent. The NASDAQ Composi...

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

capanjax.com That big list of dreams and goals isn't the only way to look at your bucket list.

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How to Read Your Credit Report

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

capanjax.com Solve a mystery while learning how important your credit report is with this story-driven interactive.

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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

capanjax.com Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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18 Years’ Worth of Days

The average #retirement lasts for 18 years. Are you prepared to fill that many days?

capanjax.com The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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How to Retire Early

Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement

capanjax.com Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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To Catch a Thief

Protect yourself from identity theft. #IdentityTheft

capanjax.com Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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The Facts About Income Tax

Check out this video on taxes. #IncomeTax

capanjax.com Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Jane Bond: Infiltrating the Market

[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.

capanjax.com Agent Jane Bond is on the case, cracking the code on bonds.

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Can Group, Private Disability Policies Work Together?

Can group and private disability policies work together? #DisabilityInsurance

capanjax.com Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Events on Wall Street

When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.

capanjax.com Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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Bursting the Bubble

When a bubble bursts, it can hurt the economy and your net worth. #economy #bubble #tulipmania

capanjax.com Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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The Cycle of Investing

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh

capanjax.com Understanding the cycle of investing may help you avoid easy pitfalls.

There are many things we do here at Capital Analysts, however, one of them that we are most proud of is working with Dreams Come True. We had the pleasure of being able to help Ayden and his family with his dream of going to Disney. A Disney Dream is one of Dreams Come True’s most popular dreams because of the many fun activities. Our dreamers get to experience all the theme parks: Magic Kingdom, Animal Kingdom, Hollywood Studios, Epcot, Universal, Islands of Adventure, and Sea World. From rides to park hopping to a special button that eliminates the wait, dream children are treated as royalty for a week in the most magical place on earth. During their trip, they are staying as special guests at Give Kids The World, a magical village dedicated specifically to dream children and their families. Dreamers enjoy all-you-can-eat ice cream, arcade games that do not require quarters, swimming pool, castle, and visits by the village mayor, who just happens to be a big giant rabbit!

Once again this year, we are sponsoring this wonderful event. Let's all participate to put a smile on a deserving child's face and have some fun in the process! Mark your calendars for Saturday, November 9th and come have some fun.

Distinguished Alumni Achievement Award

The Distinguished Alumni Achievement Award is the highest honor given to a graduate of the university. To be nominated for this award, a UNF graduate must have made significant contributions to his or her profession, community and/or society, and have consistently maintained the pursuit of excellence as a representative and graduate of UNF.

“For over 40 years, I have enjoyed being a part of UNF: as a student, an Alumnus, a volunteer and a donor. To be selected as the 2019 Distinguished Alumni Achievement Award recipient by my peers is a tremendous honor and is a highlight of my UNF journey.” - R. Bruce Ogier

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The ABC’s of Auto Insurance

It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance

capanjax.com What kind of auto insurance should you have? Do you know?

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Prevent a Rift: Money Tips for Newlyweds

10 tips that can head-off marriage money problems.

capanjax.com Couples may be able to head off many of the problems in a marriage that money can cause.

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Social Security: Maximizing Benefits

A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement

capanjax.com There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Building Your Legacy

Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.

capanjax.com A four-step framework for building a personal legacy.

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Financial Advisor | Capital Analysts of Jacksonville, Florida

Financial Advisor Clayton Thompson Joins Capital Analysts

Jacksonville, FL – Capital Analysts of Jacksonville, a long-standing financial planning and wealth management firm, announced today that Clayton Thompson, a CERTIFIED FINANCIAL PLANNER™ professional, has joined the team. In addition to working as a financial advisor, he has also taken on the role of Director of Plan Design. In this role he works with other team members and their client, whether individuals, families, business owners, or institutions, to help them achieve an in-depth understanding of the financial strategies that can help them reach their goals.

“We are excited to have Clayton join our team of advisors,” said Bruce Ogier, President of Capital Analysts of Jacksonville. “Clayton’s mission is to demonstrate strong relational skills and show that he has the heart of a teacher. He believes strongly in empowering clients through financial education. I am happy to have him as an addition to our firm’s next generation of advisors.”

For most of his career, Clayton worked as a trader and financial advisor with a Fortune 500 firm. He has also worked in the lending industry, where he thought that many people were going into debt for the wrong reasons. Clayton is excited to bring his financial planning experience to a family-oriented team that leverages everyone’s strengths to help meet the clients’ needs and seeks to provide the greatest value.

“People delay financial planning primarily for a couple of reasons: they are afraid, either of what they will find or of looking like they don’t know what they are talking about, or they are procrastinators by nature,” said Clayton. “The consequences of not knowing or not asking could be long lasting. My strength as the Director of Plan Design is education. I never expect people to know the answer; my job is to take the time to help ensure they fully understand the options and the risk.”

As a financial advisor Clayton will focus primarily on working with families and business owners living and working in Ponte Vedra and the Jacksonville Beach area. Clayton earned his CERTIFIED FINANCIAL PLANNER™ certification in 2017 to accompany his FINRA Series 7, 63, and 66 securities registrations. He is also a licensed life and health insurance agent.

Clayton graduated magna cm laude from Florida State University in his hometown of Tallahassee, FL. He was honorably discharged from the United States Marine Corps after five years of service and is a proud member of the Veterans of Foreign Wars (VFW). He spends time teaching debt management and budgeting at his local church; he lives in Jacksonville with his wife and daughter.

About Capital Analysts of Jacksonville

There is more to a client relationship than financial transactions. The team at Capital Analysts of Jacksonville believes that revenue is second to developing a relationship that includes mutual trust and respect. For over 50 years, Capital Analysts has serviced individuals and their families throughout Northeast Florida with fee based financial planning, wealth management, retirement planning, estate planning, insurance plans, group benefits, business strategies, and more. To learn more about the firm and Clayton Thompson visit www.capanjax.com.

Advisory services offered through Capital Analysts and Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Analysts of Jacksonville, Florida, Inc. and the above firm are independent and non-affiliated.

This release was prepared by Media Made Fresh, Inc.
5/19

capanjax.com The financial advisors at Capital Analysts of Jacksonville, FL put our clients first as we help them make informed financial decisions.

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Surprises

Surprises crop up every day, and they’re a great reason to work with us.

capanjax.com Making the most of surprises is a great reason to work with us.

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Crowdfunding—Capital for the 21st Century

Considering crowdfunding? Take time to do the research first. #Crowdfunding

capanjax.com Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Should You Tap Retirement Savings to Fund College?

There are many factors to consider before tapping retirement money to pay for college.

capanjax.com There are three things to consider before dipping into retirement savings to pay for college.

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Please Leave Home Without It

Concerned about identity theft? Some things to leave at home. #IdentityTheft

capanjax.com Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

capanjax.com

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social
profiles, and online accounts?

capanjax.com If you died, what would happen to your email archives, social profiles and online accounts?

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A Primer on Irrevocable Life Insurance Trusts

An ILIT could play a role in your estate strategy.

capanjax.com Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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What to Do When You Lose Your Wallet

You can help ensure that losing your wallet doesn't turn into something bigger.

capanjax.com Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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Personal Finance Tips for Military Families

U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies

capanjax.com Military families face unique challenges, making personal finance even more critical.

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Estate Management Checklist

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

capanjax.com Is your estate in order? This short quiz may help you assess your overall strategy.

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How Financial Advisors Are Compensated

Investors should understand the ways in which financial advisors are compensated for the services they provide.

capanjax.com Read this overview to learn how financial advisors are compensated.

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Do Your Kids Know The Value of a Silver Spoon?

The average college senior graduates with credit card debt. How will your kids manage money?

capanjax.com You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Thank you to all of our Sponsors, Committee Members who worked months on this event and all of the attendees. A special thanks to Chef Dennis Chan of Blue Bamboo Restaurant for preparing the wonderful salad made from the UNF Ogier Gardens.

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It May Be Time for a Financial Checkup

We’d love to hear about any changes in your current financial situation.

capanjax.com It’s never a bad time to speak with your financial advisor about changes in your situation.

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Suddenly Single: 3 Steps to Take Now

Three steps may make a difference if you find yourself suddenly single.

capanjax.com Have you found yourself suddenly single? Here are 3 steps to take right now.

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Should You Choose a Fixed or Variable?

Buying a home may be your largest financial commitment. Which loan is best for your situation?

capanjax.com When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Does Your Child Need to File an Income Tax Return?

The IRS does not exempt children who have income from the obligation to file a tax return because of age.

capanjax.com When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Important Birthdays Over 50

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity

capanjax.com Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness #GymMembership

capanjax.com There are ways to improve your physical fitness without denting your fiscal fitness.

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The Best Apps in Travel

Here are some great #apps to make your next #trip a little more fun, and a little less stressful.

capanjax.com Technology tips to make your next trip even better.

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Your DNA Test

If your family relies on your income, you may need a DNA test — or Detailed Needs Analysis. #LifeInsurance

capanjax.com If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

capanjax.com Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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When Heirs are Imperfect

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

capanjax.com The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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College Funding Made Easy

Location

Telephone

Address


8160 Baymeadows Way W, Ste 310
Jacksonville, FL
32256

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00
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MJP Financial MJP Financial
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Chandler Tax Service - Florida Branch Chandler Tax Service - Florida Branch
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Breakwater Wealth Management Breakwater Wealth Management
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