unlock A future You Can Look Forward To

At B.O.S.S. Retirement Solutions, we’re here to make sure your retirement planning feels personal. How? By blending expert advice with a community-driven approach, helping you feel secure and confident at every stage of retirement.

Professional Retirement Planning 
Services in Utah, Washington & Idaho

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B.O.S.S.

B.O.S.S. What do we stand for?

Build the Optimal System of Security. Here’s the truth: You deserve more than just a plan. You deserve a system that connects every piece of your financial puzzle. By focusing on secure, structured strategies, we can help tailor your tomorrow.


You’ve spent your life building great things. Now, it’s time to build the retirement you’ve earned.

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We do things differently because we see financial planning differently. We’re proud to call Utah, Idaho and Washington home, and we love helping families in our communities create strategies that reflect what matters most. Here, you're not just another client. You're part of a neighborhood.

Meet the Team

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2025
2023
2022
2021
2020
2019
Inc. 5000 Honor Roll. Five Time Honoree

HOW we help Comprehensive Services, Personalized for You

Retirement plans should be simple, secure and effective. From creating dependable income streams to minimizing taxes and building a legacy, we focus on the five retirement fundamentals in the form of buckets: cash, income, growth, taxes and legacy. Every recommendation we make is designed to help you feel confident and prepared for the road ahead.

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Ryan Thacker in the studio recording a "Retirement Solutions: The Podcast" episode

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Discover the Keys to A Secure, Fulfilling Future

Get straight talk from experts with real guidance you can use. Whether you tune in to Retirement Solutions TV, Retirement Solutions Radio or Retirement Solutions – The Podcast, you’ll access practical advice to help you make smarter financial decisions.

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*Some appearances are sponsored content or the result of paid advertising.

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of Your Financial Future

The B.O.S.S. Retirement Blueprint Book

Avoid the Biggest Retirement Planning Mistakes

Our latest book, The B.O.S.S. Retirement Blueprint™: Your Guide to a Secure and Independent Retirement, can help you:

  • Optimize your income streams
  • Minimize taxes to save more
  • Protect and grow your wealth
  • Build a legacy for your loved ones
Get The FIRST CHAPTER
The Social Security Decision and how to maximize your retirement income booklet

Maximize Your Social Security Benefits

Are you prepared for the Social Security decision?
This informative resource addresses common questions and misconceptions, including:

  • Why poor planning could cost you
  • Who you should consult with first
  • What role Medicare should play
Access Social Security Guide
Are you paying too much in taxes in retirement booklet

The Best Ways to Reduce Retirement Taxes

Unless you get proactive about taxes now, you could be left with a fraction of your retirement savings. Our complimentary guide can help you tackle:

  • Taxes on your IRA and 401(k)
  • Taxes on your Social Security benefits
  • Taxes on your investment income
Claim Your Taxes Resource
Get the first chapter of "The B.O.S.S. Retirement Blueprint"
Access Your Social Security Guide!
Claim Your Taxes Resource!

Get Your B.O.S.S. Retirement Blueprint™

The Framework for a More Confident Retirement

Designed to deliver simplified, personalized financial strategies, the B.O.S.S. Retirement Blueprint™ planning process helps maximize income, growth and legacy while minimizing taxes. Ready to view your retirement from a new angle?

Get Your Blueprint