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Our Office Our Mission

Bostian Retirement Planning, LLC is an independent retirement planning firm serving clients throughout North Carolina. Founded in 1976, we have developed our business by reaching out, nurturing and maintaining 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.

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.


Everyone wants to trust their retirement and insurance advisor. They want someone that will say and do the right thing on behalf of their clients. At Bostian Retirement Planning, trust is never in question, since our primary focus is on protecting our client’s assets before, during and after retirement (for you, our family and charities).

Being an accredited member of the Better Business Bureau and many nation-wide industry awards do not tell the whole picture of the Bostian Retirement Planning experience. It is the thousands of clients who consider themselves a member of the family - not as merely a number in the client base.

Becoming a member of the Bostian Retirement Planning family has only one requirement - a willingness and belief that your lifetime of wealth should be protected. You also recognize that the financial industry may not have provided the safety of principal or guaranteed lifetime income you need in preparation for your retirement years. You are looking for someone who cares about you - a relationship that extends beyond just the numbers in an account.


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