Capital Analysts of Jacksonville

Capital Analysts of Jacksonville Capital Analysts of Jacksonville is a fee-based financial planning, wealth management, and employee b www.lincolninvestment.com.

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 individua

l 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. Capital Analysts of Jacksonville, Florida, Inc. and the above firms are independent and non-affiliated. Social Security claiming and Medicare services are not offered through, or supervised by, Lincoln Investments or Capital Analysts.

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D&O can be a risk management tool for small businesses, non-profits and educational institutions.
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D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

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03/12/2025

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

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If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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When you’re married and have children, insurance needs will be different.

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Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Finding the proper for your means knowing what is covered by the association’s insurance.

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Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

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On Sunday, 2/23, Capital Analysts had the pleasure of sponsoring the Dreams Come True ice skating event. Fun was had by...
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On Sunday, 2/23, Capital Analysts had the pleasure of sponsoring the Dreams Come True ice skating event. Fun was had by all; just look at the smiles on all these faces.

Address

7077 Bonneval Road; Ste 103
Jacksonville, FL
32256

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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