Capital Analysts of Jacksonville, Florida, Inc. is a locally owned, independent full-service fee based financial planning, wealth management and employee benefits firm. Founded in 1968, the firm provides objective advice and customized solutions to high net worth clients, business owners, and professionals in all areas of financial planning, wealth management and employee benefits. The Capital Analysts team uses their extensive professional knowledge to design, implement and monitor customized plans for clients who value a high level of personal service and a long-term relationship. Services include fee based comprehensive personal financial planning, pre-and post retirement planning, investment planning and asset management, wealth management, insurance counseling, employee benefits, qualified and non-qualified retirement plans, estate planning and charitable planning. Clients served range from individuals to corporations, to owners of closely-held businesses to executives, self-employed professionals and families of exceptional wealth. For implementing our recommendations to clients we offer a non-proprietary, open architecture platform of financial products and services. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment. - Broker Dealer - Member FINRA/SIPC. (www.finra.org, www.sipc.org, www.lincolninvestment.com). Capital Analysts of Jacksonville, Florida, Inc. and the above firms are independent and non-affiliated. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful. Specialties: Objective fee-based financial planning with customized solutions, fee-based asset management, estate planning, business continuity planning, retirement planning, employee benefits; including but not limited to, qualified and non-qualified retirement plans, group medical plans, FSAs, dental, vision, short-term disability and long-term disability insurance plans. In addition, for personal and business planning purposes we offer individual disability, life and long-term care insurance. Insurance services are not offered through, or supervised by, Lincoln Investment or Capital Analysts. 