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Business Profile

Medicare

Goat Planning Insurance
BBB Accredited BusinessA+Rated by BBB
Visit Website(540) 618-7071Write a Review

About

Overview

Goat Planning Insurance

11 N Central Ave # 4

Staunton, VA 24401-4212

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BBB Accreditation & Rating

Goat Planning Insurance is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

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, is SafeMoney.com Certified, and adheres to the IARFC Code of Ethics.

BBB Accredited Since: 4/14/2022

Years in Business: 5

Products and Services

Final Expense Whole Life Insurance, ACA Individual Health Insurance, Mortgage Protection Insurance, Whole Life Insurance, Term Life Insurance, Cancer, Hospital Indemnity, Medicare, Medicare

Business Details

Local BBB:
BBB Serving Western Virginia
BBB File Opened:
1/10/2022
Business Started:
9/17/2020
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Jeff Batson, Registered Financial Consultant®
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. Jeff Batson, Registered Financial Consultant®
Customer Contacts
Mr. Jeff Batson, Registered Financial Consultant®
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Additional Websites
yelp.com/biz/goat-plannin...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • NPN 19629974
    Virginia 1236200
    other states on request

Additional Information

Other Resources
Bureau of Insurance
1300 East Main Street / P.O. Box 1157
Richmond VA 23219
Phone Number: (800) 552-7945
http://www.state.va.us/scc
Business Categories
Medicare, Life Insurance, Insurance Agency, Retirement Planning Services, Health Insurance, Medicare Supplements, Annuities, Senior Insurance, Medicare Advantages

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