Elizabeth Goeltz
Founder & Small Business Expert
Get to Know Elizabeth
Elizabeth has developed a high level of experience and expertise working with successful business owners. Understanding most small business owners struggle to find the time to do everything themselves or with the cost of hiring, Elizabeth is a small business expert on a mission to help entrepreneurs and independent contractors take back control of their work life and lead them toward the future they want.
Elizabeth enjoys providing financial solutions for each of the unique and complex needs business owners face to help them grow, protect and preserve their assets. Elizabeth and Life Plan are dedicated to providing a concierge level of service for our business owner clients. Elizabeth’s greatest satisfaction and driving passion comes through the fulfillment of helping and watching her clients achieve their Life Plan.
Elizabeth’s expertise has placed her in high demand with business owners throughout the community and across the United States. Here are her credentials to prove she and the team at Life Plan Business Solutions are the best partners in helping small business owners and independent contractors transform all of their hard work into lifelong security.
• Certified Financial Planner ™
• IRS Enrolled Agent
• Chartered Retirement Planning Counselor (CRPC)®
• Chartered Retirement Planning Specialist (CRPS)®
• FINRA Series 7 General Securities Representative license
• NASAA Series 63 Uniform Securities Agent Law license
• NASAA Series 65 Uniform Investment Advisor Law license
• Health and life insurance licenses, including the Indiana Long Term
Care Partnership Program
• IRS Annual Tax Filing Season Certification
• Bachelors of Science Degree in Business Administration, Murray
State University
• Masters of Business Administration, Murray State University
• Certified Master Life Coach
• Certified Business Coach
Joe Goeltz
Consultant
Get to Know Joe
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 the United Kingdom. Prior to joining Life Plan Investments, he served as Vice President, Wealth Management at Morgan Stanley Smith Barney. In addition to licenses in health insurance, life insurance and long term care insurance, Joe holds the Series 63, 66 and 7 securities registrations. He is certified with the Indiana Long Term Care Partnership Program. He is also a graduate of the Kaplan University CERTIFIED FINANCIAL PLANNER (TM) certification program.
Joe believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Joe is his ability to provide clear, easily understood explanations of financial products and services.
Tasha Ijames
Payroll Supervisor
Get to Know Tasha
Tasha is the reliable point of contact for human resource and bookkeeping services. She graduated from Henderson Community College with an Associates Degree in Business Management and HR Management and has always enjoyed working with numbers and entering data. Tasha brings over 20 years experience and is excited to help the many industries we serve.
Outside of work, Tasha enjoys riding horses and barrel racing as well as spending time with her grand babies.
Sarah Ward
Client Service Specialist
Get to Know Sarah
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.
When not at work, she enjoys outdoor activities and spending time with her family and fur babies.
