Request Your Investment & Allocation Strategy
- A simple inspection of your current investments, accounts, and asset allocation.
- A short educational discussion and critique detailing the pros and cons of your current strategy.
- A personal one-on-one meeting with Bill Losey, CFP® with suggestions to enhance your investment portfolio and retirement lifestyle.
BONUS: Each individual who meets with Bill will receive a complimentary Retirement Readiness Kit! The kit includes an autographed copy of Bill’s book, Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional; his DVD, The 10 Biggest Mistakes People Make When Retiring & How You Can Avoid Them; and a few other surprises.