Our goal is to nurture and maintain close, trusting relationships with each of our clients. Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Bostian Retirement Planning, LLC, we have a commitment to excellence in everything we do.
We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client's lifestyle for a lifetime.
We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client's lifestyle for a lifetime.
Services
Since 1976, Bostian Retirement Planning, LLC has provided retirement counseling services meeting the needs of retirees across North Carolina. Retirees want accurate information from a knowledgeable source which also provides "value added" services for retirees.
Bostian Retirement Planning, LLC's retirement strategies have been implemented by numerous retirees of many local employers such as Aldi, Hersey Meters, Norandal, Performance Fibers, Walmart, Carolinas Medical Center, Power Curbers, Belk, Novant, Ingersall Rand, Food Lion, Freight Liner, Coca-Cola, Veterans Administration, Dillards, Duke Energy, Hitachi Metals, various airlines, plus local and state governments and public school districts.
Bostian Retirement Planning, LLC's retirement strategies have been implemented by numerous retirees of many local employers such as Aldi, Hersey Meters, Norandal, Performance Fibers, Walmart, Carolinas Medical Center, Power Curbers, Belk, Novant, Ingersall Rand, Food Lion, Freight Liner, Coca-Cola, Veterans Administration, Dillards, Duke Energy, Hitachi Metals, various airlines, plus local and state governments and public school districts.
Since 1976, Bostian Retirement Planning, LLC has provided retirement counseling services meeting the needs of retirees across North Carolina. Retirees want accurate information from a knowledgeable source which also provides "value added" services for retirees. Raymond is a graduate of Wingate College with a degree in technology.
With a clear 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another, we can offer you the best advice on all aspects of your retirement planning. If necessary, we have CPA's, tax professionals and plan attorneys in our network to advise you on specific aspects of your retirement plan.
So many individuals believe their CPA is doing everything they can to ensure they pay the least amount of tax possible. However, the majority of CPAs aren't trained to look forward. They're trained to look back. That's what tax preparation is. Tax planning, on the other hand, looks forward to save you money in the future.
Want to find the way to more security with your financial future? Do you want to plan for your future to ensure your retirement is comfortable (or your children's future is financially sound)? If you are in need of help finding answers to your queries, Bostian Retirement Planning, LLC can help. Many of our clients in North Carolina have seen great results from choosing an investment strategy that includes annuities.
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