Our insurance and annuity recommendations are held to the suitability and best-interest standards set by state insurance regulators. A recommendation must fit your documented needs, goals and finances, and we keep the record that shows why.
Income that lasts. Taxes planned, not discovered. Market downturns met with a buffer, not a forced sale.
Most retirement plans answer one question: will the money last if things go as expected? We plan for the years that don’t. Your Social Security claiming date, tax bracket, Medicare choices and withdrawal order are modeled together, on your own numbers, so you can see how each decision affects the others before you make it.
Goat Planning is licensed in 20 states for life insurance, annuities, health insurance and Medicare.
We work through Financial Independence Group, Inc. and Northeast Brokerage, a general agency, and draw on their specialists in most client cases.
Goat Planning has an A+ rating from the Better Business Bureau.
Jeff Batson, RFC®, is the principal of Goat Planning.
Jeff Batson is a Registered Financial Consultant® (RFC®), licensed in multiple states for life insurance, annuities, long-term care and Medicare. He builds Social Security claiming into every retirement income plan. He is the author of “Don’t Run Out,” a guide to retirement income, Social Security claiming and Medicare choices. His national producer number is 19629974. Copies of licenses and certifications are available on request.
He has a Bachelor of Science in Economics from Vanderbilt University and a Masters of Business Administration from Rensselaer Polytechnic Institute (RPI).
Personally - Jeff is a U.S. Navy submarine officer veteran, commander of his local VFW post, a 32nd-degree Freemason, Anglican, husband of 38 years, father, and grandfather. Interests include sailing (but has no boat at present), travel to family overseas, hiking, ice hockey, motorsports, cooking, motorcycles, and a never-ending list of things to do in the yard or house.
