No Medical Exam. Living Benefits. Cash-Back Options.
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Hi, I'm Jeff Batson
Goat Planning is an independant insurance and financial brokerage representing over 30 carriers to ensure the correct product, plan, price, and protection, unique to each client.
We are available to visit your home, or meet via Zoom, Facetime, or telephone.
– Jeff Batson
How I can Help?
Ready to Get Started?
Get started with our team in 3 simple steps!
Schedule A Consultation
Schedule a FREE initial consultation with us, so we can better understand your goals.
Have A Conversation
During this conversation we’ll have a chance to assess your current situation and make a plan to best protect your future.
get Back To Your Life
After our meeting I’ll come up with options to best meet your needs and budget.