Thank You

Thank you for reaching out. Your request came through, and someone from our team will follow up within one business day to set up your complimentary conversation. There is nothing else you need to do right now.

If you would rather not wait, please call us. Our Boca Raton office is at 1200 North Federal Highway, Suite 300, and you can reach it at (561) 210-7339. Our Plantation office is at 7901 SW 6th Court, Suite 320, and the number there is (954) 809-3553. Both are open Monday through Friday, 8:30 AM to 4:30 PM ET. You are also welcome to email us at admin@intercoastalwealth.com and we will get back to you.

In the meantime, we would love to have you follow along on LinkedIn, Facebook, Instagram, and YouTube. We share planning ideas and updates from the firm there, and it is a good way to get a feel for how we work before we talk.

We look forward to speaking with you soon.

Warmly,
Beth Bennett, CFP
Intercoastal Wealth Planning