Financial Advisors
Provo, UT
B.O.S.S. Retirement Solutions and Advisors is a financial advisory firm specializing in comprehensive retirement planning for individuals nearing or in retirement. Led by investment advisor representatives Dave Whitworth and Robert Brantley, the firm offers personalized retirement blueprints, tax minimization strategies, Social Security maximization guidance, and risk assessments designed to help clients maximize income, reduce taxes, and protect assets. With multiple Utah locations and a track record as a five-time Inc. 5000 honoree, B.O.S.S. combines personalized planning with educational resources including webinars and seminars to help clients feel confident about their financial future.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, individuals concerned about tax efficiency in retirement, those wanting to maximize Social Security benefits, high-net-worth individuals focused on legacy planning
Service area: Provo and surrounding Utah communities including Salt Lake City, Lehi, South Jordan, West Valley, Ogden, Bountiful, and St. George
Retirement Blueprint Framework: B.O.S.S. uses a proprietary Retirement Blueprint™ planning process designed to simplify and personalize financial strategies while maximizing income, growth, and legacy while minimizing taxes.
Multi-Location Presence: With eight locations across Utah, Idaho, and Washington, B.O.S.S. offers local access to investment advisor representatives while maintaining regional expertise and resources.
Educational Approach: The firm provides free retirement mistake assessments, educational webinars, seminars, and articles to help clients make informed decisions about their financial future.
Address: 180 N University Ave #150, Provo, UT 84601
Phone: (801) 990-5055
Website: bossretirement.com
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