The Expert in Financial Advice and Estate Planning

Elizabeth M. Bennett, MBA Principal and Certified Financial Planner ™ INTERCOASTAL

Wealth Planning

Certified Financial Planner™ and Certified Financial Fiduciary, Beth Bennett often “talks her clients off the ledge,” with sound advice and personal concern for their fears when the state of the market takes a plunge. Her decades of experience provides clients with a breadth of solutions for their wealth management and a voice of calm to forge a plan together, in both good and bad times in the market.

QHow can clients recover when the market is in turmoil?

AYou do have time to make up losses in your retirement account if you have an advisor who helps you understand what your cash need is for a 1-3-year timespan. We need to make sure it is liquid enough and secure enough for you to live, and that you have a short-term solution in a safer asset class.

QWhat do I do now to make up these losses in my portfolio?

AMake sure you are correctly allocated. Live off of dividends without eroding too much of your principle. Look to me for guidance to keep your financial plans in place and for the long-term plan/direction on where we are looking to go--even when the market is doing somersaults.

QHow do you go above and beyond for clients?

AWe have a strong client focus. We actually return phone calls and “meet” with our clients on a regular basis whether that be in person, on the phone, or video conference. Additionally, I bring in the clients’ CPAs and attorneys to coordinate efforts when life events happen.

561.210.7339 intercoastalwealth.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 Registered Investment Adviser. Cambridge and Bay Financial Planning and Tax Services, LLC are not affiliated.