Measuring Success

BLRS believes that success is when your money is aligned with your life, you are reaching your goals, you have peace of mind through volatile markets, you know that someone is looking out for your financial interests, and you have a relationship built on trust, integrity and mutual respect.

Accept Bill’s Invitation

When your life savings are at stake, you want advice you can trust and someone you can count on.  You need a trusted advisor that is objective; an advisor that is not paid more to sell you one product rather than another.

You need a relationship with a firm that promises to always put your interest first, a firm with proven experience and the right professional credentials.  Let me help you plan, invest, and retire with confidence!

To determine if and how I can help you, I invite you to call me today at 518-855-4065 to schedule an initial exploratory get-to-know-you meeting (via phone or in-person).  There is no charge or obligation.  Let’s see if we’re a good fit for each other!

I’m Bill Losey and I want to be your trusted retirement and investment advisor.

Warm regards,
Bill
Bill Losey, CFP®
America’s Retirement Strategist®*

P.S.  We work primarily with women and couples nationwide and have a limited number of new Private Client openings.

Explore your options!  We welcome your call.

*Disclaimer: The title “America’s Retirement Strategist®” does not imply a certain level of skill or training.