Listed In: Financial Planning, Insurance, Life and Health Insurance
Goat Planning is a veteran-owned retirement planning firm based in Staunton, Virginia, serving clients across 20 states, led by Jeff Batson, a Registered Financial Consultant® and author of Don’t Run Out: A Practical Guide to Tax-Smart Retirement Income, Social Security, and Medicare. The firm… Goat Planning is a veteran-owned retirement planning firm based in Staunton, Virginia, serving clients across 20 states, led by Jeff Batson, a Registered Financial Consultant® and author of Don’t Run Out: A Practical Guide to Tax-Smart Retirement Income, Social Security, and Medicare. The firm specializes in retirement income planning, Social Security strategy, Medicare guidance, tax planning, long-term care planning, life insurance, and wealth protection — helping pre-retirees and retirees build a clear, quantified plan without a sales pitch. Goat Planning is a 2026 IABE Excellence Award Winner and holds an A+ rating from the Better Business Bureau, is SafeMoney.com Certified, and adheres to the IARFC Code of Ethics. Read more
101 W Frederick St Ste 301, Staunton, VA (1 Km Away)
316 W Broadway St, Shelbyville, IN (601 Km Away)
