Jeffrey Batson, NSSA® Advisor · Staunton, VA

Jeffrey Batson, a Registered Financial Consultant® with Goat Planning in Staunton, VA, brings over six years of experience dedicated to helping retirees, pre-retirees, business owners, and military and federal personnel navigate their financial futures. His primary focus on retirement income planning and tax mitigation ensures that each client can enjoy their golden years with confidence and peace of mind.

What sets Jeff apart is his meticulous approach to financial planning. He believes in mapping out all your numbers to create a personalized strategy tailored to your unique situation. This commitment to understanding each client's needs allows him to provide thoughtful, effective solutions that can significantly enhance retirement security.

Jeffrey Batson has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

As the author of "Don't Run Out - A Practical Guide to Tax-Smart Retirement Income, Social Security, and Medicare," Jeff is not only a knowledgeable advisor but also a trusted resource for those seeking to optimize their financial health. Drawing from his experience as a former Navy officer, he understands the complexities of military and federal retirement benefits, ensuring that his clients receive the comprehensive support they need.

If you’re looking for a reliable, knowledgeable professional to guide you through the intricacies of retirement planning in Virginia and other states, Jeff Batson is here to help you achieve your financial goals with clarity and confidence.

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