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 Dont 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.

IARFC Member and Ethics Approved

military women client with Goat Planning t-shirt

clients with Jeff

front of our office building

clients in t-shirt

Opening Times

Mon

08:00AM - 08:00PM

Tue

08:00AM - 08:00PM

Wed

08:00AM - 08:00PM

Thu

08:00AM - 08:00PM

Fri

08:00AM - 08:00PM

Sat

08:00AM - 05:00PM

Sun

Closed

Email Addresses

jeff@goatplanning.com

Services:
retirement income planning, term life insurance, IUL, Medicare, fixed indexed annuity, business exit strategy, tax mitigation, Social Security claiming, final expense insurance

Brands:
Aetna, United Healthcare, Anthem, Delaware Life, American-Amicable

Languages:
English

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