Meet the team

Katie Bearden Office Administrator & Legal Document Specialist

Katie serves as Bostian Retirement’s office administrator & legal document specialist. She is the friendly face at the front desk, keeping things organized and handling your documents with care. Born & raised in Rowan County, Katie graduated from West Rowan High School and now lives in Mocksville. She enjoys spending time with her husband, Austin, and their three boys. They love traveling for their oldest son’s baseball tournaments and spend most fall weekends in Knoxville, TN cheering on the
Volunteers.

Katie Bio Picture

katie@bostianretirement.com

704-630-0899 Ext. 2100

AS SEEN & FEATURED IN:

Mr. Raymond Bostian is an entrpeenour in creating a family business that benefits many people. It also provides employment for many employees with residual income. Bostian Retirement Planning is a very reputable company. It especially caters to seniors while encouraging the younger generation to save and invest in safe securities. By doing so, everyone feels more financially secure. The rule of seventy-two example shows young people especially that early investment will double itself every so many years. Clients enjoy seeing their money grow and entices them to save. My father always said “It’s not what you but it’s what you save” I added “you have to take advantage of opportunities.”

Steve H.

We wanted you to know how much we appreciated the personal and professional service you provided in resolving our “lost will” issue. I’ve told numerous friends and family about the personal interaction you gave to us and they were blown away by your commitment.

Mike & Susan
Winston-Salem, NC

Bostian Retirement Planning has been a blessing to my mother and me. They helped my mother get everything in order several years before she passed away. They also helped her find investments that provided additional income during the last years of her life. I highly recommend Bostian Retirement Planning whether you are 22 or 92. Everyone should plan for the future!

Louise
Statesville, NC

To seniors while encouraging the younger generation to save and invest in safe securities. By doing so, everyone feels more financially secure. The rule of seventy-two example shows young people that early investment will double itself every so many years. Clients enjoy seeing their monies grow and this encourages them to save.

Steve
Albemarle, NC