Profile: Lyle Boss

Lyle Boss, 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 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.

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 unequaled 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.  He is also a fully accredited Certified Retirement Financial Advisor (CRFA) which attests to his comprehensive knowledge of personal retirement issues as they apply to the distribution phase of retirement.   He is the only Certified Retirement Financial Advisor (CRFA) residing in the State of Utah.

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.

You can hear Lyle on Safe Money and Income radio from Salt Lake City to St. George, Utah and you can receive his semimonthly e-mailed newsletters by contacting him at 801-475-9400 or toll free 888-538-0040.  His website is lylejboss.retirementvillage.com 

“Vision without implementation is hallucination.”
Thomas Edison





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Boss Financial & Insurance Services, LLC

Lyle Boss
(801) 475-9400 Lyle.Boss@RetireVillage.com


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Lyle Boss

Lyle.Boss@RetireVillage.com

955 Chambers Street Ste 250 Ogden, UT 84403

(801) 475-9400




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Listen Live to Safe Money Radio hosted by Lyle Boss:
KVNU (Logan) AM 610 - Saturday, 10:00am
KLO AM 1430 - Saturdays, 11:00am
KDXU (St. George) AM 890 - Saturdays, 1:00pm
KSL AM 1160 - Saturdays, 5:00pm

Disclaimer: The videos, articles, and downloadable booklets presented here are intended as information only and are not intended to repesent tax, legal, or investment advice. Financial products can differ based on your state of residence, your age and the product you select. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. It is important that you read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.