The Face of Wealth & Retirement Planning
Chesapeake Financial Planning & Tax Services, LLC
Elizabeth is a CERTIFIED FINANCIAL PLANNER® and fiduciary working in her client’s best interest. She engages with her clients in a consultative partnership educating as well as listening. Elizabeth begins with a financial plan putting together a snapshot of her client’s current situation. From there, the plan combines need, wants, short- and long-term goals and a path forward. Additionally, working with her clients other trusted advisors such as estate planning attorneys and CPA’s is necessary to ensure her clients’ team is coordinating efforts. Money and investing are very empowering. Recommending what is in the best interest of each client is a top priority. Elizabeth’s vision for her practice is to continue to provide her clients with peace of mind knowing that they have a plan in place. In today’s digital age she can help her clients no matter if they are local or across the country. She has offices in Annapolis, MD and Boca Raton, FL. She brings passion to what she does every day.
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.
410-974-0410 • 71 Old Mill Bottom Road North, Suite #201 • Annapolis, MD | admin@chesapeake-financial.com • www.chesapeake-financial.com
