Opening A Permanent Office
B.O.S.S. (Build the Optimal System of Security) Retirement Solutions is a Utah-based company that expanded into Idaho in October 2021. While waiting for their permanent office in Meridian to be built, they rented offices at Regus at The Village in Meridian. Office Administrator Shay Calhoun was new to B.O.S.S. at the time and had this to say, “Starting in a rented space felt like we weren’t 100% settled. This new space is so beautiful, and it’s been so great to have something permanent.”
Building & Protecting Wealth
Ryan and Tyson Thacker founded B.O.S.S. Retirement Solutions in 2008. They focus on optimizing social security, minimizing risk, minimizing taxes in retirement, legacy planning, and maintaining one’s lifestyle in retirement. With a focus on helping families get to a point where they can retire and protect what they have earned, B.O.S.S. is passionate about helping families be able to have peace of mind no matter what life throws at them.
Shay believes the business’s success is due to the founders being great businessmen and employers.
“They really take care of their
people and make you feel valued.”
“Tyson and Ryan make sure every employee knows how much they value every individual’s contribution to the team. I think that’s a huge reason they have been so successful.”
Keeping Teams Connected Virtually
With a growing number of locations, B.O.S.S. Retirement Solutions has intentionally kept its employees connected. The advisors and office administrators each have weekly meetings via zoom for anyone not in Utah, with another large meeting monthly. In addition, the offices also look similar. Every office building has a similar layout with multiple private conference rooms used to meet with clients, a bullpen where all the advisors and team members work closely, and a striking blue wall in the space.
The First Out-Of-State Office
So why expand? The Thackers envision B.O.S.S. becoming a household name across the country, necessitating expansion. Moving to Meridian has been an excellent trial for out-of-state growth. The geography and culture are very similar to Utah. Helping in the expansion was senior advisor Ryan Landvatter. When the owners began discussing expansion, Landvatter volunteered to lead the efforts. In doing so, he acted as an extension of the culture and values of B.O.S.S. Retirement Solutions, making the October 2021 expansion a huge success.
Now that B.O.S.S.is in its permanent home in Meridian, the staff is looking forward to growing the business and meeting its goals. With such a great business model, employees, and financial services, B.O.S.S. Retirement Solutions looks forward to becoming the household name its owners envisioned.
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