B.O.S.S. Retirement Advisors
Overview
B.O.S.S. Retirement Advisors is a financial advisory firm specializing in retirement planning and investment management. They assist retirees and pre-retirees in creating strategies to maximize social security benefits, receive retirement income for life, conquer Wall Street, and minimize taxes. Their services include retirement income planning, social security maximization, wealth accumulation through securities, annuities, insurance, IRA and 401(k) rollovers, and tax minimization strategies. The firm offers a comprehensive approach to retirement planning, emphasizing the importance of proactive planning to avoid potential tax pitfalls during retirement. They provide various services, including tax minimization and Social Security maximization, to help clients navigate the complexities of retirement planning. Their team of experienced professionals guides clients through essential decisions, ensuring they are equipped to protect their savings against future financial uncertainties. B.O.S.S. Retirement Advisors has been recognized for their growth and commitment to clients, being named to the Inc. 5000 list of America's fastest-growing companies for five years. They have also been recognized as Best of State for Retirement and have served over 6,000 families with personalized retirement strategies tailored to each client's unique needs and goals. Their approach, underscored by the B.O.S.S. Retirement Blueprint™, integrates key elements like income, investment, tax, and legacy strategies to develop personalized financial plans tailored to each client's goals.
Investment Focus
- Accredited investor status required
- Investment horizon of 5-10 years
- Interest in diversified portfolios
- Alignment with firm's investment philosophy
Portfolio Companies
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Frequently asked questions about B.O.S.S. Retirement Advisors
What sectors does B.O.S.S. Retirement Advisors invest in?
B.O.S.S. Retirement Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Utah, United States. B.O.S.S. Retirement Advisors is listed as a other in the ConnectSafely investor database.
What stage does B.O.S.S. Retirement Advisors invest at?
B.O.S.S. Retirement Advisors backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 5M.
Which regions does B.O.S.S. Retirement Advisors invest in?
B.O.S.S. Retirement Advisors invests across United States.
What companies has B.O.S.S. Retirement Advisors invested in?
B.O.S.S. Retirement Advisors's portfolio includes Infinity Insurance Services LLC, Infinity Publishing LLC, Infinity Wealth Systems LLC and Becker Retirement Group.
Last updated · Source: ConnectSafely investor database
