Intercoastal/Integrity Story

After more than 39 years of dedicated service, Susan Hurschman has selected Elizabeth “Beth” M. Bennett, MBA, CFP®, as the successor to her clients and the continued steward of the values upon which Integrity Wealth Planning was founded. This transition reflects a shared philosophy rooted in integrity, education, and unwavering commitment to client-centered financial planning.

Susan’s career has been defined by independence, advocacy, and a deep belief in the importance of financial well-being. Those same principles have guided Beth throughout her more than 30-year career in the financial services industry. Since 1991, Beth has built a diverse background spanning venture capital, corporate America, and comprehensive financial planning, giving her a broad and practical perspective on wealth management. Her work with retirees, pre-retirees, corporate executives, federal employees, business owners, and more closely aligns with the needs of Susan’s long-standing client relationships.

Beth’s holistic approach to planning encompasses investment strategy, tax efficiency, estate planning, and risk management, mirroring the thoughtful, disciplined guidance Susan has always provided. As a CERTIFIED FINANCIAL PLANNER™ professional with a strong accounting and tax background, Beth is uniquely positioned to help clients preserve and grow their assets while managing risk and minimizing tax exposure. She values education, transparency, and collaboration, working closely with clients’ attorneys and accountants to address every aspect of their financial lives.

The strategic merger of Integrity Wealth Planning in Plantation, Florida, with Intercoastal Wealth Planning in Boca Raton, Florida, further strengthens this transition. The unified firm enhances its ability to deliver personalized, relationship-driven advice while maintaining the continuity and care clients have come to trust.

As Principal and CEO of Chesapeake Financial Planning & Tax Services, LLC, Beth brings an entrepreneurial spirit and independent perspective that ensures complete objectivity and highly customized strategies.. This carefully planned succession provides clients with continuity, stability, and renewed opportunity, while honoring Susan Hurschman’s legacy of excellence and placing it in capable, trusted hands for the future.