Goat Planning Named a Top Retirement Planning Firm in Virginia, Wins 2026 IABE Regional Excellence Award
Goat Planning wins the 2026 IABE Excellence Award for Regional Excellence. The veteran-owned Staunton, Virginia retirement planning firm offers retirement income, Social Security, Medicare, and tax planning across 20 states.
Cheyenne, Wyoming, United States, 8th Jul 2026 – Goat Planning, a veteran-owned retirement planning firm serving clients across 20 states, has been recognized as one of the top retirement planning firms in Virginia, earning the 2026 IABE Excellence Award for Regional Excellence from the International Association for Business Excellence (IABE), an independent business recognition organization that has evaluated and recognized businesses across every industry and country for over three decades.
The recognition affirms what Goat Planning has always held as its standard: that excellence is not about size, but about integrity and results. Being recognized by an independent body, one that evaluates every applicant against the same published criteria regardless of industry or geography, carries a weight that recognition earned any other way cannot match. For a firm built on trust, this distinction matters.
“We built Goat Planning around one idea: that every person approaching retirement deserves a clear, honest plan, not a product pitch,” said Jeff Batson, principal of Goat Planning. “To be named among the top firms in our state by an independent organization is humbling, and it reinforces our commitment to the clients who trust us with some of the most important decisions of their lives.”
Goat Planning is a veteran-owned retirement planning practice 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, and wealth protection, serving pre-retirees and retirees who want a clear, quantified plan without a sales pitch. More information is available at Goat Planning.
Goat Planning holds an A+ rating from the Better Business Bureau, is SafeMoney.com Certified, and adheres to the IARFC Code of Ethics.
About Goat Planning
Goat Planning is a veteran-owned retirement planning firm based in Staunton, Virginia, serving pre-retirees and retirees across 20 states. The firm provides retirement income planning, Social Security and Medicare strategy, tax planning, long-term care planning, and wealth protection, with a focus on clear, honest, quantified plans built around each client’s needs.
About the International Association for Business Excellence
The International Association for Business Excellence (IABE) is an independent business recognition organization that evaluates and honors organizations demonstrating excellence in operational quality, integrity, and results. IABE recognizes businesses at the City, Regional, National, and International levels across every industry. More information is available at internationalbusinessexcellence.com.
Contact
Goat Planning
www.goatplanning.com
info@goatplanning.com
Company Details
Organization: International Association for Business Excellence LLC
Contact Person: Charles McDonald
Website: https://internationalbusinessexcellence.com
Email: Send Email
Address: 2233 Dell Range Blvd Suite 303 1015 Cheyenne, Wyoming 82009
City: Cheyenne
State: Wyoming
Country: United States
Release Id: 08072646885