Responsibility
As licensed advisors, we are held to legal suitability, best-interest, and fiduciary standards
As licensed advisors, we are held to legal suitability, best-interest, and fiduciary standards
Wealth Protection. Health Protection. Tax Protection. Income / Pension Maximization.
Your success is our mission. As advisors we offer assistance in the numerous components of a sound, financially successful, and healthy retirement without neglecting your business and family, as appropriate.
Goat Planning is licensed and insured in 20 states. Supplemental credentials to the state licenses allow us to offer Medicare and annuities.
We are part of the Financial Independence Group, Inc. and Northeast Brokerage (a general agency). We work with experts in these organizations in most client cases.
Goat Planning has an A+ rating from the Better Business Bureau.
Jeff Batson is the principal of Goat Planning.
Jeff is licensed and insured in multiple states with the authority to advise on life insurance financial products, Medicare, long-term care options, social security, and fixed annuities. He is the author of “Don’t Run Out”, a book of retirement income strategies, 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.
