Personalized Retirement Strategies
Hello, our names are Ryan Thacker and Tyson Thacker. As brothers and longtime business partners, we’ve dedicated our financial services professional lives to helping retirees and pre-retirees navigate the waters of retirement by providing them access to products which can guarantee a retirement income they can never outlive. 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.
According to the Employee Benefit Research Institute’s 2013 Retirement Confidence Survey (RCS), 28 percent of workers are not at all confident about having enough money for a comfortable retirement. This is a record high, up slightly from 27 percent in 2011.*
However, thanks to alternative retirement income products, many people have been able to generate supplemental retirement income they cannot outlive using a portion of their savings they have accumulated during their lifetimes. Financial professionals have made large strides with highly effective planning methods, including:
- L.I.P. (Inflation laddered income planning)
- Lifetime** income planning
- Evaluating required minimum distribution
Here at B.O.S.S. Retirement Solutions, we lead a team of associated professionals that are experts in assisting clients just like you. We are here to do the best job possible to serve our community’s retired population and their families.
Our goal is to explain concepts to clients that can illustrate the impact of investment risk that they may not have previously considered. For example, the return needed after a loss to get back to even. This math is simple, yet not frequently discussed.
As financial professionals, we’ve learned the importance of keeping our proprietary concepts and strategies simple, straightforward and easy to understand.
We begin with a set of diagnostic reviews that helps you identify potential areas of concern within your current plan that may impact meeting your retirement income goals. Part of this review is helping you with a risk and fee analysis as well as a customized social security report.
Our financial strategies and asset management services include:
- Retirement Income Planning
- Wealth Accumulation
- Asset Protection
- Life Insurance
- Tax Minimization Strategies
- IRA & 401(k) Rollovers
If you’re concerned or unsure about your financial future, then do something about it. Pick up the phone, and call us today 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.
*EBRI’s 2013 Retirement Confidence Survey: Perceived Savings Needs Outpace Reality for Many. Employee Benefit Research Institute. http://www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=5175
**There are a variety of income options available from annuities, including lifetime payments. Costs and restrictions may vary by carrier.
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.