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.
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.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.