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.
EXPERIENCE, COMMITMENT, TRUST
EXPERIENCE
Since 1976, Bostian Retirement Planning has grown to thousands of clients while servicing hundreds of millions of dollars in assets and benefits. Our success has provided Bostian Retirement Planning clients the security and peace of mind when it comes to their retirement needs. This experience is also widely recognized as Mr. Bostian himself regularly serves as a contributor to many companies and retirement advisors nationwide.COMMITMENT
Do you have someone or some company who is committed to insuring your retirement dollars only go up and not down? Do you have retirement advice from a person or firm that maintains its own service staff? Does your current retirement and insurance advisor provide you with award winning customer service with a caring staff which rapidly responds to your calls, questions and needs? The Bostian Retirement Planning experience involves a highly trained and experienced staff hand-picked by Mr. Bostian himself to personally service each need that you may have. Everyone at Bostian Retirement Planning is committed to specializing in growth while protecting our clients’ wealth. The question is not why you should choose Bostian Retirement Planning, the question is why you haven’t yet.TRUST
Regardless of good times or bad – trusting the advice of where to position your retirement dollars is always a difficult decision. At Bostian Retiremnt Planning, LLC, we keep the process simple and your money secure. The relationship between client and firm is one of family, it is personal, and all of our staff is trained to incorporate ethics in our daily actions and incorporate a high level of customer service. Our firm has received the highest ratings of customer satisfaction through client and company surveys, and as Raymond so often reminds the staff - “We exist to make a positive difference in the lives of every one of our clients and future clients.” It is a higher calling than retirement planning - it is a daily commitment to excellence in our service to you.
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.
WHY CHOOSE BOSTIAN RETIREMENT PLANNING?
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.
Download Our Whitepaper!
Helpful Content
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Income Taxes Work
A quick look at how federal income taxes work.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
View all articles 
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.