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Our Values

Life Plan Investments was established in order to better serve individuals, families, and businesses in their financial endeavors. Founder Elizabeth Goeltz created her own planning firm, after realizing how difficult it can be for women and small business owners to navigate through complex financial matters. Taking her life experience and using it to benefit her clients, Elizabeth leads a team of fiduciaries with a strong set of values and guiding principles.

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WHAT WE DO

Retirement & Income Planning 

Retirement income planning has taken on more importance as Americans enjoy longer and healthier lives. You can expect to be retired for many more years than your parents or grandparents. But that happy circumstance comes with a price: It’s more difficult to make your assets stretch to cover the longer period of time. You’re more likely to outlive your money.

The key is effective planning. Preparing for retirement is the same as preparing to achieve any goal: It requires a long-term outlook, knowledge, disciplined action, and a clear idea of your goals and time horizon.

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Concierge-Level Business Services

Our team has developed a high-level of expertise in working with successful business owners and entrepreneurs. The financial solutions we offer are unique, and address the unique needs business owners face as they grow, protect, and preserve their assets.

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DISCOVER HOW WE CAN HELP YOU

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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