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In today’s financial environment, putting your retirement plan on cruise control isn’t enough to guarantee you’ll get where you want to go.
We can help you create a road map to help you navigate life’s twists and turns.
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How We Operate

Our Core Values

The Accountability Standard
We work with and through numerous companies who each have a system of checks and balances to ensure full compliance with financial regulations is taking place.

Our Network of Partners

Our team seeks partnerships with reputable financial institutions who share our goal of working in your best interest. We believe each organization we partner with has a specific advantage to contribute to your financial future.

Who’s holding your assets?

We consider the custodian, the institution responsible for holding and safeguarding a firm’s or an individual’s assets, one of the most important partnerships we have. Custodians ensure each and every client receives complete transparency relating to their assets, while restricting the access others have to their money. Fidelity Investments is the organization we chose to hold our clients’ assets.

Whenever we wish to make a change to your investments we must seek the approval of TD AmeriTrade's compliance guidelines and obey their rules and regulations.

A Culture of Transparency
At B.O.S.S. Retirement Advisors, we aim to provide full transparency so clients can have the confidence of knowing that no hidden commissions or conflicts of interests are eating into their investment returns.
As part of our commitment to transparency, we encourage our clients to perform their own due diligence, or investigation, on B.O.S.S. Retirement Advisors and any other financial advice organization prior to signing a contract.

Here are things to consider when investigating financial institutions:

B.O.S.S. Retirement Advisors – Your Financial Partners
Maybe you’ve decided that your financial situation could use the insight of experienced financial professionals. We can help.

When working with clients, our first goal is to listen, analyze and understand your specific financial needs both now and for the future. Our next step is to pull the various pieces of your financial portfolio together and begin organizing a road map that will help you reach your goals.

» Next: Income vs. Growth

Complimentary Report!
"Social Security Decisions Booklet”
Learn about strategies to use that may increase your benefits.
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Our Focus
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
» Estate Planning
» Our Services
Resources
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Upcoming Seminars
» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Register for a Free Seminar

Privacy Policy Terms and Conditions

Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services offered through B.O.S.S. Retirement Solutions.

B.O.S.S. Retirement Solutions uses generally available permanent life insurance and annuity policies and riders. A generally available permanent insurance policy and riders not only provide a substantial death benefit, but also may offer considerable living benefits and cash value.  Annuity products can create a guaranteed paycheck for life. B.O.S.S. Retirement Solutions, its employees and representatives are not authorized to give tax or legal advice.  Individuals are encouraged to seek advice from their own tax or legal counsel.  Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation for the purchase or sale of any insurance or annuity products. The B.O.S.S. Retirement Solutions System is recommended for educational purposes only.

Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. B.O.S.S. Retirement Solutions is not affiliated with the US government or any governmental agency.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.