Elizabeth M. Bennett, MBA
Principal and Certified Financial Planner ™
INTERCOASTAL WEALTH PLANNING
“As the new year is upon us, it’s prudent to make sure your financial house is in order and you have your assets allocated correctly,” explains Certified Financial Planner™ and Certified Financial Fiduciary Elizabeth Bennett. “You want someone with experience to get you to the next level to grow your portfolio with quality investments and mitigate risks,” she says. “I help clients navigate their finances with sensitivity, understanding and professional advice.”
Q: Why is now a good time to invest?
A: There are times that are better than others, but you shouldn’t wait for those times to invest on a regular basis. If you are truly dollar costs averaging in the market, you’re going to get the highs and you’re going to get the lows. It’s better to consistently invest instead of trying to time the market.
Q: Why is compound interest the greatest secret of smart investing?
A: Compound investing of compound interest is really what growing your wealth is about. For example, if you had $250,000 invested at an average rate of 6 percent a year, at the end of the 20 years, the account value would be worth about $800,000. In contrast, if you postponed investing for 10 years, it would only be worth about $440,000.
Q: How do you go above and beyond for clients?
A: We 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, such as the sale of a business or the loss of a loved one.
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 branded content is from the February 2025 issue of Boca magazine. For more from this year’s Ask the Experts special section, click here.
