B.O.S.S. Retirement Solutions and Advisors | Provo Office

Feb 2024

We were first introduced to B.O.S.S Retirement Solutions through their Saturday KSL radio program and through the many dinner invitations. After being laid off, we decided to attend the dinner event and see what we could learn. We were very impressed with the company and presented information. In the end, we decided that retirement was the right path for us after seeing what they could do with our existing retirement accounts. They are a great team and I am happy that we are now partners with them moving into retirement.

Sep 2023

They were sincere in helping me plan for MY future and retirement. They explained things in a way I understand and gave me options that work best for me. I really feel they have my best interest for my future! I give them a gold star in customer service and would recommend them to anyone who wants to retire successfully,?

Apr 2022

Having trust issues with so called “financial” advisors from my past, I was a skeptic at first. But Dave has taught me so much. I love that they’re fiduciaries. They recognize the tax advantages and timing of things I had no clue about. I’m certain that without them I would have to work until I’m 75 in order to retire. Now I’m retiring at 67, with a comfortable plan.