BLRS believes that success is when your money is aligned with your life, you are reaching your goals, you have peace of mind through volatile markets, you know that someone is looking out for your financial interests, and you have a relationship built on trust, integrity and mutual respect.
When your life savings are at stake, you want advice you can trust and someone you can count on. You need a trusted advisor that is objective; an advisor that is not paid more to sell you one product rather than another.
You need a relationship with a firm that promises to always put your interest first, a firm with proven experience and the right professional credentials.
To determine if and how we can help you, call 518-855-4065 today to schedule an exploratory meeting (via phone or in-person). There is no charge or obligation.
I’m Bill Losey and I want to be your trusted advisor.
Bill Losey, CFP®
America’s Retirement Strategist®*
P.S. We work primarily with women and couples nationwide and have a limited number of new Private Client openings.
Explore your options! We welcome your call.