Chesapeake Financial Planning & Tax Services, LLC

Certified Financial Planner^™ 

When it comes to financial planning, Elizabeth Bennett, a Certified Financial Planner^™, has the education, experience and the life lessons to back her up. Growing up with financial instability, she refuses to let her clients live without financial peace.

“I know how hard it is to make a dollar and how hard it is to keep a dollar,” says Bennett, President and CEO of Chesapeake Financial Planning & Tax Services. “It’s one of the reasons many of my clients can walk away and become financially independent.”

Since she recently expanded her 30-plus-year firm to Boca Raton this past fall, she’s helped clients put together personalized investment plans and reach their retirement goals.  

Bennett and her all-woman team also supports clients through job promotions, selling a business, divorces, estate planning, tax planning, early retirement, risk investments and other life-changing events.

“When I sit down with individuals or families, my goal is to teach them about wealth management, the importance of planning ahead and after-tax investing,” she says. “Once I understand all of the various aspects of their life, I can show them the different pieces that go into financial planning.” 

While her Maryland-based location still resides and continues to grow, Bennett says she is excited about her new location and the added sister companies she will be bringing onboard, such as Intercoastal Wealth Planning.  

“Our reach is expanding and because we truly build and teach wealth,” she says. “And, we are not a fixed investment shop where every advice given might sound the same. The overall principals, yes, but the lessons I teach my clients are specific to their lifestyle and their needs.” 

Whether old or young, the referrals Bennett receives are a product of her entrepreneurial spirit and her belief in leveraging one’s finances, she says.  

“The biggest joy I receive as a Certified Financial Planner ^™ is listening to the clients and being able to relay their goals back to them and later watching them retire with financial confidence,” Bennett says.

Chesapeake Financial Planning & Tax Services, 6751 N. Federal Highway, Ste. 400, Boca Raton, 561-210-7339, chesapeake-financial.com.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Intercoastal Wealth Planning LLC, a Registered Investment Adviser. Cambridge and Bay Financial Planning and Tax Services, LLC are not affiliated.

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