Lyle Boss, a well-known asset protection educator, has helped thousands of seniors navigate their financial retirement options. With individuals retiring earlier and living longer, retirement income is a significant 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.
Lyle has actively taught advanced estate planning and asset preservation for more than twenty years in such places as the University of Utah and in over 200 Senior Retirement Consumer Education Workshops throughout Utah, Idaho, and Wyoming. Those he advises find tax bills lowered by as much as 50 percent, taxes eliminated on Social Security income, monthly income increased, and unmatched protection for their financial future.
Boss financial and Insurance Services, LLC was named one of the most dependable wealth managers in the Rocky Mountain area by Gold Line 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.
Lyle and his beautiful wife, Deanna, live in South Ogden and St. George, Utah. He has four children and five grandchildren, and you can find him on many weekends enjoying snow skiing, water skiing, and fishing the local areas of Utah, Idaho, and Wyoming.
Lyle has earned numerous industry designations including:
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