Investment & Allocation Strategy - Bill Losey Retirement Solutions

Bill Losey, CFP^® 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.

Request Your Investment & Allocation Strategy

A simple inspection of your current investments, accounts, and asset allocation.
A short educational discussion and critique detailing the pros and cons of your current strategy.
A personal one-on-one meeting with Bill Losey, CFP® with suggestions to enhance your investment portfolio and retirement lifestyle.

Bill Losey - Retire in a Weekend

BONUS: Each individual who meets with Bill will receive a complimentary Retirement Readiness Kit! The kit includes an autographed copy of Bill’s book, Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional; his DVD, The 10 Biggest Mistakes People Make When Retiring & How You Can Avoid Them; and a few other surprises.

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.

Request Your Investment & Allocation Strategy

Money Management

Advice & Consulting

About Us

Quick Links