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Text Content

(270) 212-0780

Menu
 * Home
 * About Us 
   * Our Mission
   * Who We Are
   * Why We're Different
   * Useful Links
 * Services 
   * What We Do
   * Retirement & Income Planning
   * Tax Planning & Preparation
   * Subscription Based Financial Planning
   * Traditional Financial Planning
   * Concierge-Level Business Services
   * Life or Business Coaching
   * Spending Plans
   * Women in Transition
 * Resource Center 
   * Risk Questionnaire
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IF YOU DON'T WANT TO RETIRE THAT'S YOUR BUSINESS. IF YOU DO, THAT'S OURS. 





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.

Learn more


WHAT WE DO





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.

Learn more


CONCIERGE-LEVEL BUSINESS SERVICES

Our team has developed a high-level of expertise in working with successful
business owners and entrepreneurs. The financial solutions we offer are unique,
and address the unique needs business owners face as they grow, protect, and
preserve their assets.

Learn more
Traditional Financial Planning
Subscription-Based Financial Planning
Women in Transition
Spending Plans and Budgets
Tax Planning & Preparation
Life or Business Coaching





DISCOVER HOW WE CAN HELP YOU

Name
Email
Address
Phone
Message

Thank you! Oops!


FREE RETIREMENT GUIDE

It's never too soon to start preparing for retirement. But do you know what to
look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your
Next Big Adventure."

First Name
Last Name
Email

Address


Thank you! Oops!

CONTACT

Life Plan Investments

Office: (270) 212-0780

Fax: 270-228-4498

230 2nd Street

Suite 500

Henderson, KY 42419

7,63,65, Life, Health, Long Term Care

elizabeth@lifeplaninv.com



QUICK LINKS

 * Retirement
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 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators
 * All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.



Securities and Advisory services offered through Centaurus Financial, Inc.,
Member FINRA , SIPC a Registered Investment Advisor. Centaurus Financial, Inc.
and Life Plan Investments are not affiliated. Supervisory Branch: 2300 E.
Katella Ave. Ste. 200 Anaheim CA 92806 714-456-1790