Everyone Is Different – So Are Their Retirement Needs
Approaches to retirement can feel “off the shelf”. Not at B.O.S.S.Retirement Solutions. Our clients bring in financial concerns as different and unique as their own fingerprints. No two situations ever present themselves in the same way. Therefore, our process is geared towards finding the custom-fit strategies to help address our clients’ retirement concerns. We provide a streamlined process to analyze your current situation that helps identify your future needs which enables us to develop strategies to help meet your long-term retirement goals.
Our process involves identifying any problems in your current financial plan, clarifying your retirement goals and proposing strategies to help you reach your retirement with success. That can mean a variety of things that include tax minimization, social security maximization, investments, insurance products and asset protection. Typically, the outcomes that meet your needs include a complete written summary that includes your retirement financial goals and objections. Our goal is to help each client receive income for life. We want to make sure that your income strategy lasts as long as you do.
At B.O.S.S. Retirement Solutions, we can help you determine a strategy appropriate for your financial situation. Our individualized plans are designed to give clarity to your overall financial situation. If we can help create a complimentary customized retirement plan for you, please give us a call at 801-990-5055.
Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm, and offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Insurance products and services offered through B.O.S.S. Retirement Solutions. To see a list of services please visit us at bossretirement.com/services.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.