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.
What We Do
As an independent retirement planning firm, we recommend the best strategies to help you realize your retirement objectives without forcing your retirement planning into a cookie cutter plan.
We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy while retired.
As you near retirement, the traditional strategy has been to move growth-seeking products to more conservative fixed-income products.
Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth accumulation.
We strive to help you make informed retirement financial decisions about days ahead to protect your assets.
Incorporate tax planning into your retirement portfolio and all of your financial decisions as taxes are on the rise.
Long Term Care
As the oldest Baby Boomers begin to wind through their 70s, one of the biggest concerns may not be outliving income, but outliving good health.
Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.