Elizabeth Bartlett, CFP®

Elizabeth is a financial planner with Commerce Trust. She is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Elizabeth develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. Elizabeth joined Commerce Trust in 2013. She previously worked as private client associate at Commerce Trust Company. Elizabeth received her Bachelor of Science in public relations from Missouri State University and has earned her CERTIFIED FINANCIAL PLANNER™ designation.

Considerations for Planning Your Retirement Goals

There are many things to look forward to in retirement. Top among them, having more time to focus on personal goals. Whether you plan to spend more time with family, travel, volunteer or pursue a hobby, having the resources available to achieve these goals is of the utmost importance. This commonly leads to a classic question most individuals contemplating retirement ask financial professionals: