B.O.S.S. Retirement Solutions

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3400 N Ashton Blvd Ste 190
Lehi, UT 84043

B.O.S.S. Retirement Solutions, located in Lehi, UT, is an independent financial services firm dedicated to helping individuals and families develop personalized retirement strategies. With a focus on creating the Optimal System of Security (B.O.S.S.), they integrate income, investment, tax, and legacy strategies to ensure clients have a comprehensive approach to their retirement planning.

The firm offers various services, including tax minimization, Social Security maximization, and personalized assessments to tailor financial strategies that align with clients' unique retirement visions. Their commitment to optimizing financial security aims to instill confidence in clients as they navigate their retirement journeys.

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Reviews

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2.05 reviews
Sherrie A.
2/20/2020

We have use the services of boss retirement Solutions for more than a year, having the help of Dave Woodworth to retire in October 2018. He is fabulous. He's a great listener, gave us all the...

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Michael L.
9/14/2025

The 2 brothers are scammers. They take advantage of elderly people by giving them false and misleading information.

Shaunna M.
7/6/2020

Contacted B.O.S.S. after hearing advertisements. Learned some valuable information. Looked into possibly changing my life insurance to them, but made it very clear NOT to change it without my...

Deb K.
10/28/2017

Part of the B.O.S.S. team is a guy who offers only one product, promises a minimum annual contact, and then ignores you after the purchase. He switched to this company and never informed us! Very...

Anthony M.
12/16/2016

You hear their radio spots; 'come on in for a free analysis of your social security options' but all you get is a sales pitch to move all your financials to them. I spent two hours there and got...

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