Intercoastal Wealth Planning

Wealth Planning And Financial Planning 

Financial planning is personal for Elizabeth Bennett, who got into the business after experiencing her mother’s stress following a major life event.

She now provides reassurance to clients through Intercoastal Wealth Planning, a division of Chesapeake Financial Planning & Tax Services with financial planning, retirement planning and complementary business valuations for small business owners.

“Most people when they build their business, that’s sort of their retirement. Someday they’ll sell it and monetize it and retire, so estimating the value of their business is very helpful,” Bennett says.

She coaches clients in all stages of life planning for retirement, from those close to retirement to those starting out in the workforce and others who are going through a life event or transition.

“I get phone calls from younger clients who are making $250,000 a year and they say, ‘What should I be doing?’ They don’t want to squander it.  Other clients may have several 401K accounts because they had worked for three or four different companies and none of the accounts are really being managed or looked at,” Bennett says. “I help with aggregating and simplifying the financial pieces. I enjoy working with them because we’ve got a lot of time to be able to help them reach their goals.”

The Chesapeake Savings Plan is a unique offering for clients, which is an investment account that is added to each month as an additional way to grow wealth.

Bennet says she takes the time to understand each client’s specific needs and retirement goals when putting together a financial plan.

“We are there for our clients. Whether it’s helping them decide whether they should buy or lease a car, do a Roth conversion or help our clients navigate financially when they lose a loved one,” Bennett says. “I enjoy being the best financial steward that I can be for my clients. I respect how they make their money, and I want to help them preserve and grow their wealth.”

Intercoastal Wealth Planning, 6751 N. Federal Highway, Ste. 400, Boca Raton, 561-210-7339, intercoastalwealth.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, DBA Intercoastal Wealth Planning, a Registered Investment Adviser. Cambridge and Bay Financial Planning and Tax Services, LLC are not affiliated.

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