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.
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.
