Terms & Conditions

1. Overview

Welcome to Bostian Retirement Planning, LLC. By accessing our website or communicating with us (including through text messaging), you agree to these Terms & Conditions.

2. Company Information

Legal Name: Bostian Retirement Planning, LLC
Address: 1410 N Main St, Salisbury, NC 28144
Established: 1976

3. Services

We provide retirement planning, wealth management, and estate planning services. Bostian Retirement Planning, LLC and its agents are not affiliated with or endorsed by the Social Security Administration or any government agency.

The information in this website is not intended as tax, legal or investment advice. Please consult legal, tax or investment professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest.

4. Mobile Messaging Terms

By providing your phone number and opting in, you agree to receive text messages from Bostian Retirement Planning, LLC.
Message Types: Appointment reminders, retirement planning updates, event notifications, and educational information.
Frequency: Message frequency varies based on your selected services.
Standard Disclosure: Message and data rates may apply.
Opt-Out: Reply STOP to opt out of text messages.
Support: Contact us at (704) 630-0899 or info@bostianretirement.com

Effective Date: October 10, 2025