Ben Wuerffel, Cfp®, Aif®

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. Social security claiming and Medicare services are not offered through, or supervised by, Lincoln Investment or Capital Analysts.