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Who We Are

Our first priority is helping you take care of yourself and your family. We want to learn about you and your financial situation and help you reach your financial goals.

Life Plan Investments has been working with individuals and businesses in the area for over twenty years.

Each of our advisors has extensive personal and professional experience.

We hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals, learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Elizabeth Goeltz

Financial Advisor

(270) 212-0780

elizabeth@lifeplaninv.com

Elizabeth Goeltz, CFPTM, CRPC, CRPS, is the owner and founder of Life Plan Investments. Serving clients as a financial advisor, Elizabeth is responsible for all aspects of the client experience and planning process. Prior to...

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Joe Goeltz

Financial Advisor

270-212-0780

joe@lifeplaninv.com

Joe is a graduate of Indiana University and has over twenty years of banking and investment experience. In addition to advising hundreds of retirees, he has also trained many financial advisors throughout the United States, Canada and...

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Tammy Barron

Payroll Administrator

270-212-0780

payroll@lifeplanbusiness.com

Tammy is the go-to person for payroll administration and bookkeeping. She brings a keen eye for details to her role and uses her more than 35 years of bookkeeping experience to impact clients at Life Plan. Tammy's kind approach and...

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Joy Hicklin

Client Service Associate

office@lifeplaninv.com

Joy is the warm and inviting person saying hello when you call Life Plan and is our team’s central point of contact for our clients. She brings a passion for working with people, anticipating their needs, and providing the best...
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Keregan Coleman

Communications Coordinator

communications@lifeplaninv.com

Keregan is committed to assisting our network with embracing our ever changing and emerging technologies to help us deliver outstanding service to our clients, by adding new tools to our current marketing strategies. Keregan has a...
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