Intelligent Retirement Planning and Investing Strategies for Discerning Women and Couples Nationwide Age 50+

About

Meet Bill Losey

Bill Losey

Bill Losey, CFP®

Principal and Managing Partner
Chief Retirement Strategist

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.

“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.”

Bill Losey, CFP®
Principal & Managing Partner
Chief Retirement Strategist

Media Presence

You may recognize Bill’s name or likeness from one of the hundreds of media outlets that have solicited his expertise.

  • FOX’s “Hannity & Colmes”
  • Leading Experts TV
  • Armed Forces Network
  • Clear Channel Hawaii
  • Dresser after Dark
  • G. Gordon Liddy
  • Great Minds Coaching
  • Montel Across America
  • Small Business Association
  • Senior Voice America
  • The Money Answers Show
  • Voice America
  • KBZZ – Reno, NV
  • KHHT – Burbank, CA
  • KJAK – Lubbock, TX
  • KKGN – San Francisco, CA
  • KMPB – Dillon, CO
  • KRKM – Dillon, CO
  • KTEP – El Paso, TX
  • WBNR – Beacon, NY
  • WCNT – Greenville, NC
  • WDSY – Pittsburgh, PA
  • WFPA – Fort Payne, AL
  • WFSK – Nashville, TN
  • WLNA – Peekskill, NY
  • WRHU – Hempstead, NY
  • WROQ – Greenville, SCv
  • WSFR – Louisville, KY
  • WSRQ – Sarasota, FL
  • WTBQ – Florida, NY
  • WTFL – Pompano Beach, FL
  • WTVN – Columbus, OH
  • WVOL – Nashville, TN
  • WWPR – Sarasota, FL
  • WXEL – Boynton Beach, FL
  • WZAB – Miami, FL
  • Arkansas Aging
  • Australian Financial Review
  • Central Valley Biz Journal
  • Dos Mundos
  • Green Tree Gazette
  • Hudson Valley Biz Journal
  • Liberty Tribune
  • Paramus Post
  • Press & Sun Democrat
  • Seacoast Newspapers
  • Senior Beacon
  • Spirit of Saratoga
  • The Bergen Record
  • The Saratoga Biz Journal
  • Asian Enterprise
  • Asset
  • Boom News
  • Bottom Line Wealth
  • Business Life
  • Business Week
  • Cincinnati Parent
  • Family Circle
  • Generation
  • Inside Information
  • Kiplinger’s Retirement
  • MONEY
  • Next!
  • Personal Excellence
  • Personal Finance
  • Reach!
  • Smart Money
  • Violet for Women
  • Where to Retire
  • Benefits Selling Magazine
  • Boomer Market Advisor
  • Fund Action
  • Registered Representative

Let’s get
personal.

FAMILY

Husband to wife Tori and
father to three sons

FIRST CAR

1987 Toyota Tercel

HOBBIES

Singing, playing tennis, lifting
weights and touring the
countryside on my motorcycle

FAVORITE TV SHOW

Happy Days

FAVORITE MOVIE

The Shawshank Redemption

FAVORITE GO-TO KARAOKE SONG

“New York State of Mind”
by Billy Joel

FAVORITE MEAL

Chicken parmagiana with
angel hair pasta

FAVORITE VACATION SPOT

Outer Banks, North Carolina

MOST IMPORTANT ACHIEVEMENT

Being married since 1988

MOST SURPRISING ACHIEVEMENT

Performing the National Anthem at
Madison Square Garden

MOST BRAGGED-ABOUT ACHIEVEMENT

Hitting five consecutive
game-winning home runs

FIRM STRUCTURE

Independent advice is objective advice.

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.”

Bill Losey, CFP®
Principal & Managing Partner
Chief Retirement Strategist
BLRS can also coordinate with your existing accountants, attorneys and other advisors, and has relationships with a series of specialists that include:

Frequently Asked Questions

Q. Will Bill work with
me personally?

Q. Will Bill work with
me personally?

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.

Q. Who is SEI?

Q. Who is SEI?

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.

Q. Do you have a code of ethics?

Q. Do you have a code of ethics?

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.

Q. How often will I hear from you?

Q. How often will I hear from you?

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.

Q. How often will you review
my investments?

Q. How often will you review
my investments?

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.

Q. Why work with a
CFP® professional?

Q. Why work with a
CFP® professional?

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.

Q. What sets BLRS apart from
other firms?

Q. What sets BLRS apart from
other firms?

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.

Q. Can you tell me about the
eagle in your firm logo?

Q. Can you tell me about the
eagle in your firm logo?

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.

Q. How can I partner with BLRS
to help my clients?

Q. How can I partner with BLRS
to help my clients?

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.

Q. How do I get started?

Q. How do I get started?

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!

The 10 Biggest Retirement Mistakes People Make and How to Avoid Them

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Download: The 10 Biggest Retirement Mistakes People Make and How to Avoid Them
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The 10 Biggest Retirement Mistakes People Make and How to Avoid Them

The 10 Biggest Retirement Mistakes People Make and How to Avoid Them

Retirement Readiness Kit

If you would also like a free Retirement Readiness kit mailed to you, please submit the form below.

Retirement Readiness Kit