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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, CFP(R), CRPC, CRPS

Financial Advisor

(270) 212-0780

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


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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Tasha Ijames

Payroll Administrator


Tasha graduated from Henderson Community College with an Associates Degree in Business Management and HR Management and has always enjoyed working with numbers. Tasha is excited to join the team and bring over 20 years experience!...

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Sarah Ward

Client Service Specialist


Sarah is the welcoming voice you hear when you contact our office. With over ten years of office management experience, she keeps our team functioning at peak performance....

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