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Boss Retirement Solutions
Financial Services

Boss Retirement Solutions

Website: bossretirement.com

Overview

B.O.S.S. Retirement Solutions is an independent financial services firm located in Lehi, Utah, that specializes in retirement planning and wealth management. The company assists individuals and families in creating customized retirement strategies using a range of investment and insurance products tailored to their specific goals.

Their core services include retirement income planning, wealth management, Social Security maximization, annuities, estate planning, and tax minimization strategies. B.O.S.S. Retirement Solutions employs a proprietary process called the B.O.S.S. Retirement Blueprint™, which involves assessing current finances, identifying primary retirement needs, and delivering a personalized financial strategy. They also provide educational resources, such as the Social Security Decisions Report, to help clients navigate important planning considerations.

Recognized for their service quality, B.O.S.S. Retirement Solutions has received multiple Best of State Awards in Utah and has been included in the Inc. 5000 list of fastest-growing companies. The leadership team, including Tyson P. Thacker and Ryan Thacker, also hosts a TV show and radio program focused on retirement solutions.
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