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

We are a retirement planning firm focused on personalized custom plans helping our clients get to and through retirement. We are a fiduciary which means we always do what's best for our clients and their situation. We focus on maximizing social security, retirement income, minimizing taxes in retirement, asset protection and making sure you never run out of money in retirement!

At B.O.S.S. Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Providing services for:

  • Retirement Income
  • Retirement Planning
  • Social Security Maximization
  • Tax Minimization
  • Wealth Management

Testimonials & Awards

Utah's Best of State Winner for 3 years in a row, Inc. 5000 winner for 5 years in a row, 6 office locations along the Wasatch Front

  • (801) 901-2862
  • 3400 N Ashton Blvd Ste 190
    Lehi, UT 84043