Elizabeth Plot (AFC, CFP®, ChFC®, EA)

Elizabeth Plot focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice without Ongoing Management

LGBT Couples and Families

Additional Information

We help you build your wealth, achieve your goals, and make smart financial decisions. Most of our clients are combining finances for the first time, having a baby, buying a home, or are the first in their family to start saving for the future. We offer tax planning and tax preparation. Please visit our website for more information: www.primasfp.com