Hope is NOT a financial strategy. What do YOU want from your money?

If past financial crises has caused you to pause and re-evaluate what you want your money to do for you, you are not alone.   

Tens of millions of Americans who trusted the traditional approach to saving and investing for retirement are scratching their heads.  Too many will discover the plan they followed won’t provide the financial security they expected and planned on.  The first decade of the 21st century left “buy and hold strategy” in shambles. The Great Recession left Main Street in a crisis of confidence regarding the motives and abilities of Wall Street to protect and preserve their hard-earned assets.   The financial game has changed! 

Many Americans have lost sight of why they are saving and investing.  Think about your financial goals and objectives for a moment. Why are you saving and investing?  What are you saving and investing for?   
These may seem like simple questions; however, you may have, like many Americans, lost sight of why you are saving and investing.  Many are simply on autopilot hoping that if they set aside a percentage of their income into a 401k, IRA or some other retirement vehicle they will magically have a large balance in their accounts when it comes time to retire.  Hoping you have enough money in the future is not a financial strategy!  

If you are interested in a comprehensive customized plan to help you get to and through retirement, give us a call at 800-637-1031. 

Advisory services are offered through B.O.S.S. Retirement Advisors, an SEC Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal, or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. BOSS submitted applications and paid application fees to be considered for the Utah Best of State for Retirement Planning awards. The award results were independently determined by the awarding organization’s criteria (https://www.bestofstate.org/about.html) and the information BOSS provided in the applications. BOSS received the Utah Best of State award in 2019, 2020, 2021, 2022, and 2023. Our firm is not affiliated with the U.S. government or any governmental agency. Marketing materials are provided by Infinity Marketing Services.