Elizabeth Bennett CFP, MBA The Face of Wealth & Retirement Planning Elizabeth is a CERTIFIED FINANCIAL PLANNER® and a fiduciary working in her clients’ best interest. Elizabeth approaches working with her clients in a consultative partnership. Educating as well as listening to her clients is vital. Beginning with a financial plan, she is able to understand the client and their current situation and help them put a plan in place to achieve their goals. She also incorporates and includes her clients’ other advisors, such as estate planning attorneys and CPAs, when necessary. 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 is able to help her clients no matter if they are local or across the country. She brings passion to what she does every day. “A goal without a plan is just a wish.” - Antonine de Saint-Exupery. Family Wealth Management and Strategies • Personalized Recommendations Asset Allocation & Protection • Wealth Management & Retirement Planning Income Planning • Divorce Planning • Estate Planning • IRA’s & 401(k) Rollovers 410-974-0410 71 Old Mill Bottom Road North #201 Annapolis, MD 21409 admin@chesapeake-financial.com www.chesapeake-financial.com
