Chesapeake Financial Planning & Tax Services, LLC
Elizabeth Mary Bennett, CFP®, Principal and CEO
With all of the uncertainty in our world today, making sure your financial portfolio is properly positioned is extremely important,” says Certified Financial Planner™ and Certified Financial Fiduciary Beth Bennett.
As Principal and CEO of Chesapeake Financial Planning & Tax Services, LLC, she and her team provide an overall client experience including wealth management and preservation, insurance, taxes and family wealth transition.
“We start with a financial plan that gives us an overview of where you are, and where you need to go. We also talk about risk tolerance, and when we have uncertain volatility as we do now, we focus on building out the investment piece. The planning piece is where we want to go; the investment piece is how we get there,” she explains.
“When I understand what your risk tolerance is, I then implement the investment strategy to help mitigate some of your risks. More than just a stock and bond portfolio, there are other tactical investment vehicles or managers that allow us to protect a portion of the portfolio on the downside,” says Beth.
In times of uncertainty, it’s prudent to make sure your financial house is in order, and you have your assets allocated correctly. You want someone with experience to get you to the next level to grow your portfolio with quality investments,” she says. “I make it my mission to help clients navigate their finances with sensitivity, understanding and expert advice.”
CHESAPEAKE FINANCIAL PLANNING
& TAX SERVICES, LLC
561.210.7339
This sponsored content is from the 2022 issue of Boca Chamber and the November/December 2021 issue of Boca magazine. For more from this year’s 561 Faces special section, click here.
