Elizabeth M. Bennett
Certified Financial Planner™ (CFP®)
Intercoastal Wealth Planning
Beth Bennett brings more than 35 years of experience helping clients make the most of their financial assets during their working years and into retirement. She specializes in guiding business owners preparing to retire or sell their companies, working with them in advance of a major financial windfall to create a customized preretirement investment plan.
Bennett emphasizes that while most business owners rely on CPAs and attorneys to manage the tax and legal aspects of a transition, a financial advisor should be involved early to help shape a clear vision for life after the business. This team approach, she notes, can strengthen and maximize succession planning.
She also understands the challenges that come with shifting from business income to living off the proceeds of a sale. Bennett works with clients to answer key questions: how to create a sustainable lifelong income stream, how to structure assets to reduce taxes, and what personal goals should guide their plan.
Her priority is to help business owners build a realistic, forwardlooking financial strategy while collaborating with legal and tax professionals when needed. Contact Beth Bennett directly for more information on her investment or business succession planning services at admin@intercoastalwealth.com.
INTERCOASTAL WEALTH PLANNING
6751 N. Federal Highway, Suite 400
Boca Raton, FL 33487
561.210.7339
intercoastalwealth.com
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 Intercoastal Wealth Planning a Registered Investment Adviser, Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
This post is part of the Leaders in Business 2026 special advertising section from the May 2026 issue of Boca magazine. For more like this, click here to subscribe.
