Photo by Bill Whaley Photography
CFP®, MBA | Chesapeake Financial Planning & Tax Services, LLC
410-974-0410; 71 Old Mill Bottom Road North; Suite #201 • Annapolis, MD; admin@chesapeake-financial.com; chesapeake-financial.com
Elizabeth is a CERTIFIED FINANCIAL PLANNER™ and fiduciary dedicated to serving her clients’ best interests. She takes a consultative, educational approach—listening, guiding, and creating a clear picture of each client’s financial life. From defining goals to developing actionable plans, she collaborates with estate attorneys, CPAs, and other trusted professionals for a comprehensive strategy. Based in Annapolis, MD, and Boca Raton, FL, Elizabeth supports clients nationwide, combining expertise with genuine care to help them confidently take control of their finances and achieve lasting peace of mind.
Wise words: “A goal without a plan is just a wish. Handling money wisely enables you to do what you want, from giving generously to retiring comfortably.”
And please make sure our disclosure is provided “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.”
