Elizabeth Bennett
Certified Financial PlannerTM
What differentiates Elizabeth (Beth) Bennett from other Certified Financial Planners is that before she offers any recommendations to her clients, she creates a financial plan for them.
“We do that because we need to understand how everything currently looks in their financial world and life,” explains Bennett, president and CEO of Intercoastal Wealth Planning, a division of Chesapeake Financial Planning & Tax Services. “We keep all of that in mind when we’re making our financial recommendations.”
This past fall, she expanded her firm of more than 30 years from Annapolis, Maryland to Boca Raton, establishing Intercoastal Wealth Planning, a division of Chesapeake Financial Planning & Tax Services — and hasn’t missed a beat since.
Bennett points out that a good portion of her success is due to having great mentors in all areas, not just in her professional career, but in her personal life, as well.
“We really understand the collaborative nature of our job with our clients,” she adds. “Working with our clients, attorneys and CPAs is really an important part of my business.”
As an all-women business, which Bennett says is “pretty awesome,” she and her associates work with many small business owners on their succession planning, and see a lot of women clients, whether they’re single, divorced or widowed.
“Women like working with women,” she expresses. “We have a lot of clients who have retired to Florida and live all over Florida, including Tampa, Fort Myers and Naples.”
When she opened her Boca Raton office in the midst of COVID-19, Bennett was able to continue servicing her Maryland and out-of-the-area clients remotely.
She also enjoys advising younger clients and helping them shape their financial futures.
“Our financial planning for younger people is very fluid,” Bennett says, “Their financial plans are always changing because their lives are always changing.”
She looks forward to growing her client base at Intercoastal Wealth Planning and invites you to stop by or give her a call.
Intercoastal Wealth Planning, a division of Chesapeake Financial Planning & Tax Services, 6751 N. Federal Highway, Ste. 400, Boca Raton, 561-210-7339, intercoastalwealth.com, 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, DBA Intercoastal Wealth Planning LLC, a division of Chesapeake Financial Planning, a Registered Investment Adviser. Cambridge and Bay Financial Planning and Tax Services, LLC are not affiliated.
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