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 & Income Radio show every Saturday, broadcasting from Salt Lake City, Utah, on KLO 1430 AM; 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. 

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CREDENTIALS:

See my profile here

Awarded National Designation

Chris Wilkinson, ​Senior Associate Advisor

Chris has been an investment advisor for over 20 years, dedicated to helping clients pursue their long-term savings goals. His objective is to provide thoughtful guidance and strategies designed to protect assets, manage risk, and help clients confidently reach and navigate retirement.

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How We Help Clients

Meet Our Team

Mike Cook 
​ Executive Assistant

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Nikole Schaetzle 
​ Personal Assistant to Lyle Boss, Boss Financial

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