As a client of BLRS, you will have a dedicated Certified Financial Planner™ practitioner with over 25 years’ experience who will listen to you, advise and consult with you, coach and educate you, and communicate with you.

In addition, behind BLRS stands a network of highly-credentialed professionals we can call upon including investment analysts, portfolio managers, estate attorneys, accountants (CPAs), real estate agents, mortgage brokers, geriatric care managers, college financial aid counselors, insurance specialists, and long-term care planning strategists.

This breadth and depth of experience allows us to take a holistic approach to your finances, and deliver personalized solutions where your wealth is always integrated with your dreams and goals.

Bill Losey, CFP® is the firm’s President. He takes the lead role in shaping the investment policy decisions implemented on behalf of our Private Clients. In addition, Bill oversees the firm’s financial planning advice and retirement consulting strategies.

Bill Losey’s Bio… Read More >>

We are currently accepting new clients. We welcome your call.