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.

PAGE 2/9

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.

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.

PAGE 3/9

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.

PAGE 4/9

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

PAGE 5/9

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®

PAGE 6/9

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.

PAGE 7/9

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

PAGE 8/9

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.

PAGE 9/9

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