About Jeff Batson, RFC®
Goat Planning builds retirement income plans for people at or near retirement — and models them on your own numbers rather than a rule of thumb.
Our standard
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.
Our vision
Income that lasts. Taxes planned, not discovered. Market downturns met with a buffer, not a forced sale.
Retirement income planning
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
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.
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 (though 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.
- EducationB.S. Economics, Vanderbilt University · MBA, Rensselaer Polytechnic Institute
- Producer numberNational producer number 19629974. Copies of licenses and certifications are available on request.
- EthicsIARFC Code of Ethics and certificate
- ElsewhereLinkedIn · WhatsApp
Want your own numbers modeled?
Goat Planning is an insurance and retirement income practice. Jeff Batson is a Registered Financial Consultant® licensed in life, health, annuities and Medicare; he is not an attorney, CPA, or securities-licensed advisor, and nothing here is legal, tax, or investment advice. Any guarantees discussed are subject to the claims-paying ability of the issuing insurance company. We are not connected with or endorsed by the United States government, the Social Security Administration, or the federal Medicare program.