We truly care about
our clients

At B.O.S.S. Retirement Solutions, we make building close relationships with our clients a top priority.

Ambassador Program

We value our relationship with you and the trust you place in B.O.S.S. Retirement Solutions. If you think a family member or friend could benefit from working with us, we would love to meet them. Easily introduce them with our Refer a Friend program!


How the Ambassador program works:

  • Simply provide us with your friend or family member’s name, address and phone number, and we will send them a valuable information package and invite them in for a complimentary consultation.
  • Your friends and family will have the opportunity to enjoy all that B.O.S.S. Retirement Solutions has to offer, including great value, retirement guidance, outstanding customer service and a path to financial security.


Please provide your friend or family member’s information below, and we will contact them.

Past Client Events

Few things make us happier than thanking you for your support and trust. That’s why we’ve created a series of can’t-miss client events that happen year-round. Here’s a snapshot of just a few of the great client outings we’ve enjoyed! We love spending time with our clients and meeting your families and friends!

Ready to Take
The Next Step?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 800.637.1031.