Intelligent retirement and investing strategies for discerning women and couples nationwide.
Bill Losey Retirement Solutions (BLRS) is an independent, fee-only registered investment advisory firm. Working directly with a select group of private clients, Bill brings to each relationship his insight and knowledge as a 30+ year industry veteran, personally providing strategy, coaching, education, encouragement, and unbiased fiduciary advice.
What is it like to work with BLRS?
Each client benefits from a one-to-one collaborative relationship, and from unique retirement tools and strategies that have been honed over the course of multiple decades.
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Bill Losey, CFP®
7 Governing Values
Organization
In life and in wealth, there are no guarantees. But there are values we can uphold at every opportunity, so this is what we offer clients:
Bringing order to your financial life.
Accountability
Following through on financial commitments and action plans.
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Objectivity
Providing objective and unbiased advice to help you avoid mistakes and prevent emotional decisions.
Proactivity
Working to anticipate the key transitions in life so that you can be financially prepared for them.
Education
Helping you attain and retain the specific knowledge needed for you to succeed.
Partnership
Collaborating with you to help you achieve the best life possible with the money you have.
Empathy
Caring for you and your money, in that order.
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Protecting, Enhancing and Strengthening Your Retirement Security
After we uncover and understand your core values, our services are designed to deliver financially viable solutions that span a wide range of investing, income, estate and planning topics. With ongoing counsel and regularly scheduled communication, Bill will help you make smart decisions that foster the freedom and confidence to live life on your own terms.
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Analysis of all sources of income
Retirement Income Planning
Cash flow and lifestyle projections
Predictable lifetime income generation
Social Security claiming strategies
Rollovers and strategies for IRAs, 403(b)s, 401(k)s, pensions, benefits and deferred compensation
Required Minimum Distributions (RMDs)
Future-focused longevity planning for women
Wealth Preservation and Estate Building
Beneficiary planning
Long-term care protection planning
Assessing annuity and insurance options
Legacy planning
Qualified Charitable Distributions (QCDs)
Wealth transfer and planned giving strategies
Coordinating with your estate attorney (wills, health care proxy, power of attorney, trusts)
Coordinating with your accountant to help minimize tax
IRA Rollover Helpline®
Exclusive Programs and Services
IRA Compliance Dashboard
The Safe Money Benchmark Strategy™
SWOT Retirement Analysis (Strengths, Weaknesses, Opportunities, Threats)
The Science of Successful Investing
Non-discretionary, goals-based investment management
Investing and Asset Allocation Strategy
Advanced risk analysis
Broad investment diversification
Tax mitigation strategies including tax loss harvesting
Cost reduction strategies
Portfolio rebalancing and investment monitoring
Investor protections, privacy and confidentiality
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Capabilities and Consulting Services
Pre-retirees and retirees age 50+ looking for advice on accumulated assets
Our services are best suited to:
Single, divorced or widowed women seeking an advisory relationship built on the highest levels of trust, integrity and service
Women and couples with inherited wealth or sudden wealth, who are in need of long-term guidance
Mid-career professionals and business owners in need of future-focused financial strategies
Investors suffering from poor client service, who are looking to have their calls and emails returned within minutes and hours, not days and weeks
“Retirement is more than just a transition, it’s an 8,000+ day journey. And as your advocate, my role is to understand where you want to go and to reduce or eliminate the risks that could hamper your progress—that’s what really matters.”
Principal & Managing Partner
Bill Losey, CFP®
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Bill Losey,
Bill Losey is an investment advisor, published author, financial educator and media personality. A nationally known authority on retirement, he has been offering personal planning services for 30+ years to select women and couples nationwide from his riverside retreat in the Saratoga/Lake George/Adirondack region of upstate NY and The Villages, FL.
CFP®
Principal & Managing Partner
Bill’s passion for his profession is rooted in his unlikely personal journey. At one time debt-ridden and financially illiterate, he committed himself to education and professional development, eventually sharing his experiences with a national audience as the “resident retirement expert” on CNBC’s “On The Money” television program. Over the years he has also hosted the “Retire in a Weekend” radio show on News Radio 810AM and 103.1FM WGY, authored Retire in a Weekend!®: The Baby Boomer’s Guide to Making Work Optional, and published Retirement Intelligence®, a newsletter reaching thousands of subscribers worldwide. He is a graduate of Westchester Community College and Marist College, and he is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Active in his community, Bill has volunteered time and resources to local youth sports as well as numerous charitable organizations. In his free time he loves to play tennis, lift weights, tour the countryside on his motorcycle, and sing. He is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Times Union Center, and other sporting venues. He has been married since 1988 to his wife Tori, and together they have three sons.
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Our Professional Relationships
As an independent firm, BLRS has chosen to work with SEI Investments (NASDAQ: SEIC) to provide clients with investor protections, custodial services and investment technology solutions. SEI is a leading global investment provider that currently manages assets for some of the world’s largest banks and financial institutions. Their assets under administration total nearly one trillion dollars.
We also have relationships with a series of insurance, tax, estate, and investment specialists to provide clients with a holistic retirement solution.
Accounting
Estate
Legal
Investing
Insurance
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Bill Losey Retirement Solutions, LLC is a registered investment advisor.
Investing in securities involves a risk of loss. Past performance is not a guarantee of future returns.
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NEW YORK OFFICE 2158 State Route 29, P.O. Box 182, Greenwich, NY 12834
FLORIDA OFFICE 1826 Trimarche Terrace, The Villages, FL 32163
Local (518) 855-4065 ⸱ Toll-Free 1 (833) 777-BILL (2455) ⸱ www.BillLosey.com
BLRS Capabilities
By AdvisorBranding
BLRS Capabilities
Protecting, Enhancing and Strengthening Your Retirement Security
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