Bill Losey is an investment advisor, published author, financial educator and media personality. A nationally known authority on retirement, he has been offering personal planning services for 30+ years to select women and couples nationwide from his riverside retreat in the Saratoga/Lake George/Adirondack region of upstate NY.
Bill’s passion for his profession is rooted in his unlikely personal journey. At one time debt-ridden and financially illiterate, he was drawn to the world of personal finance and decided to commit himself to formal education and professional development. While acquiring a deep technical knowledge, he also developed a passion for sharing his insight with others, through both thought leadership in the public sphere, as well as one-to-one guidance with pre-retired and retired individuals.
As a credentialed, qualified, and experienced professional in the areas of personal finance, investment management, and retirement planning strategies, Bill has been seen and heard around the country on hundreds of TV, radio, and other media outlets.
Bill has volunteered time and resources to local youth sports and numerous charitable organizations, including the Special Olympics, March of Dimes, Big Brothers-Big Sisters, American Cancer Society, Make-A-Wish Foundation, the American Heart Association and the The Lucky Puppy Dog Rescue. He has also spent time advising individuals at the Financial Planning Clinic (sponsored by the Certified Financial Planner Board of Standards, Inc.) and reading for the visually impaired through WMHT’s RISE program. Bill is an organ donor and gives blood regularly.
“Retirement success is when your money is aligned with your life, you’re reaching your goals, you have peace of mind through volatile markets, and you know that someone is looking out for your best interests.”
You may recognize Bill’s name or likeness from one of the hundreds of media outlets that have solicited his expertise.
Husband to wife Tori and
father to three sons
1987 Toyota Tercel
Singing, playing tennis, lifting
weights and touring the
countryside on my motorcycle
The Shawshank Redemption
“New York State of Mind”
by Billy Joel
Chicken parmagiana with
angel hair pasta
Outer Banks, North Carolina
Being married since 1988
Performing the National Anthem at
Madison Square Garden
Hitting five consecutive
game-winning home runs
As an independent, fee-only advisory firm, BLRS operates with a fiduciary responsibility to act in the best interest of each client. We do not answer to a brokerage firm or insurance company,
nor are we pressured to sell proprietary products.
Instead we have formed strategic relationships based on merit and the capacity to enhance our client services. We have the freedom to pick and choose solutions that are right for each individual we work with.
In order to deliver a holistic retirement solution, we have selected SEI Investments (NASDAQ: SEIC) to provide our clients with investor protections, custodial services and investment technology solutions.
“I am fiercely independent. I have no allegiance to any one company, product or service, beyond my belief in its ability to help people reach their goals.”
BLRS is big enough to serve you, yet small enough to know you. You will not be relegated to another associate or screened by an administrative team. Instead, you will work directly with Bill Losey, who is accessible and communicative with all clients.
BLRS clients have their assets held at SEI Private Trust Company (NASDAQ: SEIC), our chosen custodian. Based out of Oaks, PA, SEI currently manages money for some of the country’s largest banks, as well as for financial institutions such as Vanguard and Charles Schwab. SEI manages or administers nearly one trillion dollars in assets, and operates 22 offices in 12 countries.
In addition to the fiduciary standard, BLRS is also committed to the Code of Ethics and Professional Responsibility as outlined by the CFP Board Of Standards, Inc., which focuses on integrity, due care, competence and diligence.
Bill is in touch with our Weekly Market Update and monthly hard-copy Private Client Update newsletter, and will speak to each client over the phone, in person or virtually, as often as needed. This depends on the complexity of their situation and their individual preferences. You can choose to connect as often as you’d like, and you’re also encouraged to contact us before making a major decision or if you go through a life-changing event.
We have thorough processes in place to review accounts weekly, monthly and quarterly. When circumstances warrant, we may review your account(s) more frequently. All accounts are managed on a non-discretionary basis, therefore no changes are made until we mutually agree on a new course of action.
Only a fraction of financial professionals working today have met and maintained the strict requirements to carry the CERTIFIED FINANCIAL PLANNER™ Certification. Investors often choose to work with CFP® professionals because they are held to some of the highest ethical, educational and professional standards in the industry.
The clients we serve have plenty of options for advice, but they choose to work with BLRS because of our impeccable service. If we happen to miss your call, know that all calls and emails are answered within minutes and hours, not days and weeks. We also stay up-to-date so that we can always deliver valuable, relevant advice. Finally, many clients choose to work with us because of our old-fashioned values. We show up on time. We do what we say. We say what we mean. We say please and thank you. Sometimes it’s simple common courtesy that matters most.
With its keen eyes, the eagle has come to signify strength, confidence, resilience, freedom, loyalty, foresight, rebirth, and a higher perspective. As such, the BLRS logo embodies the key qualities of our firm, as well as the experience we want our clients to have when working with us.
Whether you are a financial advisor looking to merge or sell your practice, or a practitioner in an area such as tax, legal or insurance seeking a strategic partner to complement your core competencies, BLRS can help. Contact Bill to explore your options.
Give us a call, send an email or complete one of the forms on this website. We’ll arrange a no-cost, no-obligation initial meeting to talk about what’s on your mind. We look forward to hearing from you!
After 30+ years, the biggest retirement missteps seem to be as common as they are avoidable. So we wrote them down.Download: The 10 Biggest Retirement Mistakes People Make and How to Avoid Them
If you would also like a free Retirement Readiness kit mailed to you, please submit the form below.