LEGAL NOTICE: IMPORTANT DISCLOSURE INFORMATION
Bill Losey Retirement Solutions, LLC (“BLRS”) is a registered investment adviser with the Securities and Exchange Commission, located in Greenwich, NY (near historic Saratoga Springs, NY). BLRS and its representatives provide individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training.
BLRS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. All written content on this site is for informational purposes only. Accordingly, the publication of BLRS‘s web site on the Internet should not be construed or interpreted by any consumer and/or prospective client as BLRS‘s solicitation to effect, or attempt to effect transactions in securities, advisory services, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BLRS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BLRS, please contact the state securities regulators for those states in which BLRS maintains a notice filing.
Material presented in this website, or any linked website is believed to be from reliable sources and BLRS makes no representations as to its accuracy or completeness. Users of this website who choose to link to these other websites do so at their own risk since BLRS assumes no liability for their content. BLRS shall not be responsible for any loss or damage that results from any information made available at or through this site. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
BLRS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BLRS’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please be aware that there are risks associated with all investments and investment strategies. Historical performance may not be indicative of future results and BLRS makes no guarantees that your investment goals or financial objectives will be achieved. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by BLRS) or product/service made reference to directly or indirectly by BLRS in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of BLRS‘s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, BLRS‘s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from BLRS or from any other investment professional.
BLRS is neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to BLRS‘s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from BLRS, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to BLRS’s web site, to release and hold harmless BLRS, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from BLRS.
It is the policy of BLRS that any email address or other personal information given to BLRS through this website will not be shared with any third party without the sender’s permission. Information submitted to BLRS via this website, other than personal information, will be treated as non-proprietary and available for use by BLRS in its normal course of business.
A copy of BLRS‘s current written disclosure statement discussing BLRS‘s business operations, services, and fees is available from BLRS upon written request.
Should you have any questions regarding the above, please contact Bill Losey, CFP®, President & Chief Retirement Strategist of Bill Losey Retirement Solutions, LLC at 518-855-4065.