What’s Your #1 Retirement Mistake?

Take this FREE QUIZ to uncover your biggest "Retirement Gap" and learn how you could maximize your income, reduce taxes and help protect your assets.
2-minute quiz
Lisa is organized and friendly, and truly enjoys getting to know new people. She was born and raised in Montana and now lives in the Seattle area with her husband and family. Lisa earned her bachelor’s degree in sociology at Rocky Mountain College in 2001. Before joining B.O.S.S., she worked for and with nonprofit organizations for over 15 years. Outside the office, Lisa enjoys camping, gardening and trivia games.
The Framework for a More Confident Retirement
Designed to deliver simplified, personalized financial strategies, the B.O.S.S. Retirement Blueprint™ planning process helps maximize income, growth and legacy while minimizing taxes. Ready to view your retirement from a new angle?