We’re Celebrating 20 Years!
On June 13, 2025, Bill Losey Retirement Solutions, LLC will celebrate 20 years in business.
Bill Losey, CFP® founded the company in 2005 after becoming a well-established retirement specialist. Having earned national recognition and acclaim through popular media appearances and published content, he launched Bill Losey Retirement Solutions in order to devote his retirement planning expertise to the needs of a select group of private clients.
Offering particular value to women and couples looking for intelligent financial strategies, over the years he built up an all-encompassing retirement income, investing and portfolio management service from his home in upstate New York.
In 2023, Bill opened an office in Florida and now serves The Villages® community and beyond, working with clients across the country within an advice-based, one-to-one service model.
“I would like to extend a wholehearted thank you to all of the clients BLRS has served over the last two decades. These relationships are at the heart of what I do and why I do it, and I’m very much looking forward to helping you plan and enjoy retirement for many years to come.”
Bill Losey, CFP®
Principal and Managing Partner
The Village of Monarch Grove
Bill continues to serve new and existing client relationships, through retirement strategy, coaching, education, encouragement, and unbiased fiduciary advice. Reach out to him directly to learn more about how he can help you plan, invest, retire and live with confidence.
