The beginning of the year is a great time to start thinking about New Year’s resolutions and review your 2015 financial strategy. Any major life changes that occurred last year or that you anticipate for this year, along with any financial reallocations you wish to consider, should be aligned with your retirement income strategy. Taking time to evaluate your strategy and thinking about what changes you may want to consider can help position you to achieve your goals and enjoy a secure and independent retirement.
We can work with you to help protect your retirement income and assets. Together, we can evaluate your income sources, review your current financial strategies and discuss options that can help you work towards your financial objectives.
Now is a good time to make adjustments to your finances, if necessary. If you have a specific strategy in mind or would simply like to discuss your options, we are happy to help. As we start a new year we would like to wish you and yours a happy and successful 2015. If we can be of any assistance to you please call us at 801-990-5055 or visit us at bossretirement.com .
Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Our firm is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. Be sure to speak with qualified professionals before making any decisions about your personal situation. Our firm is not affiliated with the U.S. government or any governmental agency. To view a list of our services, click here .
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.
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