*Special Advertising Section*
CERTIFIED FINANCIAL PLANNER™
Chesapeake Financial Planning & Tax Services
Bennett has worked in the finance industry since 1991. From venture capital and corporate America to individualized financial planning, her experience has given her a strong appreciation for financial planning and wealth management. She provides her clients with a broad comprehensive perspective on wealth management guidance, preservation, estate planning, and tax efficiency planning. In 2012, Bennett earned her CERTIFIED FINANCIAL PLANNER™ certification, and she takes pride in providing her clients with complete objectivity, transparency, and customized strategies.
Why is it so important to work with a financial planner?
Two generations ago, investing was simpler than it is today—mostly because we are in a more complex environment than we were in the past. Investment solutions have evolved, which requires greater knowledge and financial planning for retirement and estate planning. We help our clients navigate these areas. In addition, tax strategies have evolved, and rules and regulations are complex. So it is important that you work with someone who understands your needs and the solutions.
What issues will we discuss and how can you help me achieve my financial goals?
We start with the most important tool to help you achieve your financial goals: your financial plan. We develop your plan to fit your lifestyle and your objectives. Our discussions will include your personal goals, risk tolerance, and money management. Once we understand your current situation, we can put the plan into action to help you achieve your goals. Implementation of your plan is critical to your success.
What makes Chesapeake Financial Planning & Tax Services stand out from other firms in the area?
We believe that our team stands out in the investment community because of our client-centric approach. We take pride in our in-depth preparations for client reviews, and we are committed to being there when you need us. We educate our clients and provide them with customized solutions that correspond with their personal circumstances and life events.
71 Old Mill Bottom Road North | Suite 201; Annapolis, MD 21409 | 410-974-0410; www.chesapeake-financial.com
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Chesapeake Financial Planning, a Registered Investment Adviser. Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
