Help a Million Dreams by 2045

‘Your Retirement, Your Way’

At B.O.S.S., we’re not just in the business of changing finances; we’re in the business of changing lives. We’re here to help people take control of their resources and retirements.

And we’re good at it. “Your Retirement, Your Way” is more than just a header on our website; it’s our firm’s motto. We’ve helped thousands and thousands of families find paths that allow them to live the lives they’ve always envisioned.

Still, there are many more families we want to serve, many more strategies we need to develop. No matter what challenges may arise in the coming months and years, we want to do everything we can to help friends and neighbors in our communities feel confident that they can overcome anything.

That’s why the work we do each and every day is so important — and why we’ve established the ambitious goal of helping 1 million families by 2045!

‘If you want to go fast, go alone.
If you want to go far, go together.’ How far have we come? How far can we go?

one million tracker

Mission: (by 2045)

1,000,000
Provo [Number]
Lehi [Number]
South Jordan [Number]
Salt Lake City [Number]
Bountiful [Number]
Ogden [Number]
Provo [Number]
Lehi [Number]
South Jordan [Number]
Salt Lake City [Number]
Bountiful [Number]
Ogden [Number]

Help Still to Provide: (by 2045)

[Number]

In 2021, we want to help 1045 new families Current Number:

341 Families

In 2023, we want to help:

2085 Families

By 2030, we want to have helped:

7500 Families

By 2045, we want to have helped:

1,000,000 Families

Thanks...a million Thank you for all you do to assist our clients, communities and company!