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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. As someone who has been through a divorce, started a business as a single mom, and put her kids through college - Elizabeth understands firsthand what people are going through in their personal lives. 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.

At Life Plan Investments, our values not only define us, they guide us in everything we do. We are proud to provide exceptional service that is:

  • Transparent
  • Honest
  • Valuable
  • Independent
  • Relationship-Based

You have worked hard to build your business, accumulate your assets, and provide for your loved ones. Your years of hard work deserve to be protected with values-based financial planning from Life Plan Investments. We look forward to meeting you, and helping you pursue your future wealth goals.

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