About Us |
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Lyle Boss | Retirement Planning Specialist
Lyle Boss has helped thousands of people navigate their financial retirement options for over two decades. With individuals retiring earlier and living longer, retirement income is a major area of concern for maturing Americans. His clients include government employees, teachers, physicians, farmers and business executives to name a few.
Not one of his clients has lost money in a market downturn. Boss Financial and Insurance Services, LLC, was named one of the most dependable wealth managers in the Rocky Mountain area by Goldline research in the January 12, 2009, issue of Forbes Magazine. Lyle is a member of the National Association of Insurance and Financial Advisors (NAIFA) which protects and promotes the critical role of insurance provided by professional agents and advisors. He is also President of Franklin Institute Retirement & Estate Planning, and has been helping his clients with estate planning since 1997. You can hear Lyle on his SAFE MONEY radio show every Saturday, broadcasting from Salt Lake City, Utah, on KSL 1160 AM; KVNU 610 AM in Logan, Utah; in St. George, Utah, KDXU 890 AM; St. George Friday on KZNU 1450 AM; and Salt Lake City Sunday on KSL 1160 AM. You can receive his semi-monthly email newsletters by contacting him at 801-475-9400. Click here to learn more at Lyle's Financial Resource Center. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Listen Every Week!
KNRS 570 AM
Saturday 4:00pm |
KSL 1160 AM
Saturday 5:00 pm Sunday 6:00 am |
KVNU 610 AM
Saturday 10:00 am |
KDXU 890 AM
Saturday 1:00 pm |
KZNU 1450 AM
Friday 5:00 pm Saturday 10:00 am |
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No Losses
By: Lyle Boss
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Elevator Analogy
By: Lyle Boss
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Black Swan
By: Lyle Boss
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Guessing Game
By: Lyle Boss
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When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Lyle’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
955 Chambers Street Suite 250 Ogden, UT 84403 |
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EMAIL
lyleboss@msn.com |
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CALL US
(801) 475-9400 |
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