wiseradvisor

Life Plan Investments

Tel: 270-212-0780
230 2nd Street
Suite 500
Henderson, Kentucky  42420
Life Plan Investments | Financial Advisor in Henderson,Kentucky

About Life Plan Investments

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.


General Information

Services:   Traditional Financial Planning, Subscription-Based Financial Planning, Spending Plans, Cash Flow Management, Retirement Planning, Tax Planning and Preparation, Life Coaching, Business Coaching

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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