You can depend on us
Our collaborative relationships are built on the highest levels of trust, integrity, and mutual respect. We will care for you and your money - in that order.
Safeguarding your retirement money
The safety and security of your assets are of critical importance to you and of utmost concern to us. We’ve got your back.
Our service pledge
We will be prudent, accountable, and transparent with you. We will return your calls and emails within minutes and hours, not days and weeks.
Disclaimer: Bill Losey Retirement Solutions, LLC is an independent fee-only registered investment advisory firm that specializes in helping women and couples age 55+ create retirement security, peace of mind, and live the best life possible with the money they have. Bill's blog, economic commentary, newsletter, case studies, podcasts, movie and videos are meant to provide you with broad general investment, financial and retirement information. They are not designed to be a definitive investment guide or to take the place of a qualified financial planner or other professional such as an accountant or estate planning attorney. Past performance is not a guarantee of future returns. Investing in securities involves a risk of loss that you should be prepared to bear. Given the risks involved in investing, there is absolutely no guarantee that the strategies or methods suggested on Bill's website will ever be profitable. Bill Losey Retirement Solutions, LLC does not assume liability of any kind for any losses that may be sustained as a result of applying the methods suggested and any such liability is hereby expressly disclaimed. Portions of the content on this website were prepared by MarketingPro Inc. For more information or questions, please contact Bill Losey at 518-855-4065.