Leader of KSG (Kid’s Small Group)
20+ years of industry experience
Involved with the hospitality committee at church
Will video conference with clients to make it easier
Elizabeth Mothershed is quite the people person. It is her connection to people that drives her commitment to help her clients achieve financial independence. Viewing no one as a stranger, she is able to make any client feel comfortable when working with her. She also utilizes her interpersonal skills in her involvement with Toastmasters. Her dedication to working with others to help them bring out their best is the key to her professional success.
Family is everything to Elizabeth, and her pride and joy is being a grandmother to her son’s two children. She also works with children as the leader of a Kids Small Group (KSG) for 5th graders with her church. In addition to her time with children, she is also an avid Los Angeles Lakers and Dallas Cowboys fan.
With two decades of experience in the financial industry, Elizabeth excels in working with clients and providing them with retirement strategies, college savings plans, insurance planning and investments that cater to their specific needs. Elizabeth currently holds a Series 6, 7 and 63 Securities registrations with LPL Financial. She is also licensed for Life, Health, and Accident Insurance.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.