About Cove Financial Planning, LLC
Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional with offices in Milwaukee, WI, Wayzata, MN and Evanston, IL, serving clients virtually across the country. Cove Financial Planning provides comprehensive financial planning and investment management services to individuals and families, regardless of location, with a focus on Socially Responsible Investing (SRI).
Services
Cash Flow & Budgeting Goals-Based Planning Retirement Planning Investment Management Tax Planning Employee Benefits Insurance College Planning Estate Planning Debt Management Impact Professional Introductions Financial Planning Insurance OptimizationReviews
Ben is not only a wonderful adviser he's a wonderful person. He's very helpful and is very objective and always optimistic. Yes, we have a working relationship but I also consider him a friend.