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

Principal Office
1826 Trimarche Terrace
The Villages, FL 32163

Direct 518-708-9925 | Toll-Free 1-833-777-BILL (2455)

Get in touch.

We’re happy to speak one on one with absolutely no obligation. Call Bill directly at 1-833-777-BILL (2455).

Media and Press Inquiries

With over 5000 hours of prior on-air experience, Bill is the consummate broadcast professional both behind the mic and in front of the camera.

If you are interested in booking Bill for an on-air segment or as a contributor to a publication, please call him directly at 1-833-777-BILL (2455).

Live Events

Bill’s presentations and events are carefully researched, meticulously crafted and completely customized to each group’s particular requirements. If you are a Meeting Planner or Program Coordinator interested in booking Bill for an upcoming event, please call him directly at 1-833-777-BILL (2455).

Event services include:

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Free Retirement Readiness Kit

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Retirement Readiness Kit

Bill Losey, CFP®

Principal and Managing Partner

Let’s have a chat.

If you have a question about your wealth or about the service you’re getting currently, I’m happy to speak with you directly.

There are two things to know about our first chat:

  • This is a casual, exploratory conversation with no obligation or cost.
  • It doesn’t matter what you make or what you have.

My aim is to ensure that, at the very least, you leave the call with some insight or information that will be useful to you. Trusted retirement and investing advice is just one call away.

I welcome your call
518-708-9925

5403 Zajac Ave, The Villages, FL 32163

HEAR MY MUSIC

When I’m not helping people make smart decisions with their money, you’ll likely find me behind a microphone.

Discover my singing and performances.

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Bill Losey

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

Simply call today for my help!

Call 1-833-777-BILL (2455)
The 10 Biggest Retirement Mistakes People Make and How to Avoid Them