Bruce Ogier
LP
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, executives and professionals in all areas of financial planning, wealth management and employee benefits. The Capital Analysts team uses their extensive professional expertise 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, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors.Securities offered through Lincoln Investment Planning, Inc. - 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, non-affiliated entities. 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, soliciation, purchase or sale would be unlawful.