Elizabeth Cothren is a Virtual Premier Banker and a Certified Financial Planner™ (CFP®) professional dedicated to providing clients with personal advice, an exceptional experience, and tailored solutions to empower them on their financial journey. She helps clients take a comprehensive, holistic, and strategic approach to planning, while delivering customized solutions and providing active relationship and risk management.
Elizabeth believes in goals-based planning. She considers what a client wants to accomplish for themselves and their family—whether it’s life (a big trip, a wedding, or a new baby) or retirement goals—and then studies their finances: not just their bank account, but their insurance, mortgage, and anything that has a dollar sign in front of it, to help guide them through their financial journeys to success, from today to retirement—and beyond.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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