Fill out the form below to receive more information. We will follow-up within the next business day—no pressure, no commitment.

Connect with local financial professionals who specialize in optimizing your retirement income plan to meet your needs, designed to:

Eliminate unnecessary taxes on your savings.

Maximize your investments & Social Security

Appropriately manage market risk based on your goals.

This form is secure and confidential. Information submitted through it will be kept protected.

We never spam or sell your information. By submitting your personal information, you consent to be contacted by a financial professional by phone, email, or automated SMS regarding your financial strategy for retirement. 

Limit one complimentary offer per household. Offer ends April 30, 2025. Our B.O.S.S. Retirement Blueprint™ is specifically designed for households with a minimum investable assets of $200,000.

Worried your savings might not last through retirement? Unsure how you’ll replace your regular paycheck?

We want you to enjoy your retirement without the stress of wondering if you’ll have to go back to work.

Who do you think can spend your money better—you or Uncle Sam? We believe you can.

Little do retirees know, minimizing taxes is one of the most effective ways to make your money work harder and longer.

Concerned about efficiently passing down your assets? Legacy planning shouldn’t be stressful.

We help ensure your legacy is passed down according to your wishes with ease and confidence.

Worried about outliving your savings? Confused by tax complexities? Fearful of leaving your family unprepared? Want a plan that gives you confidence in times of uncertainty? 

Our B.O.S.S. Retirement Blueprint™ helps address these concerns.

Don’t let taxes erode your retirement savings. Learn how to protect your IRA, 401(k), Social Security, and investment income from excessive taxation with our free retirement guide. 

When you file for Social Security could mean as much as $182,000 more in lifetime benefits. Don't miss your one chance to get it right! Get key insights for this crucial decision in our free guide.

Our B.O.S.S. Retirement Blueprint™ helps you make the most of your retirement by focusing on four key areas:

Maximizing income.  Help your retirement savings work hard for you.

Passing down assets efficiently. Secure your legacy according to your wishes.

Simplifying tax planning. Minimize taxes to extend the life of your money.

Managing risk. Protect your savings against market volatility and uncertainty.

Get a retirement plan as unique as your fingerprint.

Let our team of professionals handle the complexities while you do what you enjoy doing most.

Understand your finances unlike ever before through a consultative educational experience, empowering you to make confident decisions.

Our team uses a proprietary planning method to create a custom plan that balances safety, growth, and liquidity for your retirement lifestyle.

From Medicare and life insurance, to wealth management and estate planning, we support holistic retirement needs through our team and strategic partners.

Outliving retirement savings is a serious concern for 51% of Americans, especially as life expectancies continue to rise. A well-planned retirement strategy—balancing income generation, Social Security optimization, and risk management—can help ensure your savings last as long as you do. 

*Source: Social Security Administration. 2023. “Important Things to Consider When Planning for Retirement: What is your life expectancy?” https://www.ssa.

gov/benefits/retirement/planner/otherthings.html?tl=1. Accessed Dec. 11, 2023. 

Is this just a sales pitch?

Not at all. We’re here to help you succeed with a real written retirement income plan, not trick you into buying one single product, service or a cookie-cutter plan.

Will I get a cookie-cutter plan?

Absolutely not. Your B.O.S.S. Retirement Blueprint™ will be as unique as you are.

What makes your approach unique? 

Our holistic and personalized approach focusing on three core pillars: maximizing income, minimizing taxes, and protecting against economic uncertainty. This helps give you confidence in what’s replacing your paycheck, regardless of market conditions.

How much will this cost?

Building your B.O.S.S. Retirement Blueprint™ is no cost and no commitment. We believe in transparency–any fees and compensation will be disclosed before making any decision to move forward (we hate hidden fees as much as you do!). 

What makes B.O.S.S. different than the average firm?

We are a local, SEC-registered investment advisor specializing in retirement income planning for individuals and couples near or in retirement. As an independent firm, we’re not answerable to a big corporate firm, enabling us to better tailor solutions to our clients' unique needs.

We're accepting new Retirement Reviews for anyone interested in learning more. To get started, just complete the form, and our team will follow up to set up a time to chat.

B.O.S.S. Retirement Solutions & Advisors

(800) 637-1031

https://bossretirement.com/

Advisory services offered through B.O.S.S. Retirement Advisors, an SEC Registered Investment Advisory firm. Insurance products and services 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. Our firm is not affiliated with the U.S. government or any governmental agency. Please note that we are unable to accept any trade requests via email, voice message or text. 

BOSS submitted applications and paid application fees to be considered for the Inc. 5000 Fastest Growing Companies and Best of Utah State for Retirement Planning awards. The award results were independently determined by each organizations’ criteria (https://www.inc.com/inc5000/apply/guide and https://www.bestofstate.org/about.html) and the information BOSS provided in the applications. BOSS received the Inc. 5000 award in 2016, 2017, 2018, and 2019. BOSS received the Utah Best of State award in 2019, 2020 and 2021.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation. 

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