Elizabeth Goeltz, CFPTM, CRPC, CRPS, IRS Enrolled Agent, 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 establishing her own independent firm, Elizabeth worked with Morgan Stanley Smith Barney, Fifth Third Bank, and Independence Bank.
Elizabeth has been serving clients in the financial industry since 2002, and brings over 15 years of experience to clients at her firm. Aside from becoming a CERTIFIED FINANCIAL PLANNER, IRS Enrolled Agent, a Chartered Retirement Planning Counselor, and a Chartered Retirement Plans Specialist, Elizabeth holds Series 7, 63, and 65 securities licenses, along with her Long-Term Care and Health Insurance license.
Outside of the office, Elizabeth enjoys exercising, spending time with her family and traveling.