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
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.
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...
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.
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.
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.
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?
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.
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.
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.
[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.
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.
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.
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?
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
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?
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.
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.
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.
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.
capanjax.com The financial advisors at Capital Analysts of Jacksonville, FL put our clients first as we help them make informed financial decisions.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
|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|
As a Financial Advisor, my passion is to help and direct clients through all stages of life.
New York Life Insurance
At Performance Wealth, we believe a person is more than just a net worth. Numbers are easy; we want to get to the heart of what drives you.
Financial Services Professionals specializing in Annuities, Retirement Planning, Employee Benefits for companies of 1 to 5,000 employee, Legal & ID Shield.
My mission is to provide clients with a world-class experience while taking them through our financial discovery process.
Embrace Home Loans can help with all your home financing needs, whether you're looking to buy or refinance. Visit our office in person, or give us a call to see how we can help you. www.embracehomeloans.com
Davis Capital Management (est.2008) provides highly individualized personal service to business's, families, and individuals through comprehensive financial planning and wealth management services.
Let us be the guiding force to help you move surely and steadily into your financial future.
We are a financial advisory practice located in Jacksonville, FL. We offer Retirement Income Strategies, Wealth Management, Asset Protection Strategies, Annuities, Life Insurance, Investments, Tax-Efficient Strategies, Long-Term Care Strategies, and more.
My job - my passion – is helping people make sense of their financial picture. We will work with you to help achieve your financial goals.
Chandler Tax Service strives to provide outstanding, professional and efficient tax, bookkeeping and accounting services to individuals & businesses.
We are an Independent Wealth Management firm providing Financial Planning and Investment Management