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Bill Losey Retirement Solutions

Independent. Unbiased. Fee-Only Fiduciary Advisor.

Bill Losey, CFP® is a retirement
specialist of over 30 years.
Resident of The Village of Marsh Bend

Having earned national recognition and acclaim through popular media
appearances and published content, he works with a small circle of private
clients from coast to coast to deliver an all-encompassing retirement
income, investing, and portfolio management services.

Goals-Based Investing
Tax and Risk Mitigation
Retirement Income Planning
Social Security Strategy
Longevity Planning for Women
IRA Rollover Helpline®

Bill is currently accepting new private clients.
1-833-777-BILL (2455)

CLICK HERE TO VISIT OUR WEBSITE

DISCLOSURES
Bill Losey Retirement Solutions, LLC is an independent fee-only registered investment advisory firm that specializes in helping discerning women and couples nationwide age 50+ create intelligent retirement planning and investing strategies, and live the best life possible with the money they have. Bill’s blog, economic commentary, newsletters, case studies, podcasts, and videos are meant to provide broad general investment, financial and retirement information. They are not designed to be a definitive investment guide or to take the place of a qualified financial planner or other professional such as an accountant or estate planning attorney. Past performance is not a guarantee of future returns. Investing in securities involves a risk of loss that you should be prepared to bear. Given the risks involved in investing, there is absolutely no guarantee that the strategies or methods suggested on Bill’s website will ever be profitable. Bill Losey Retirement Solutions, LLC does not assume liability of any kind for any losses that may be sustained as a result of applying the methods suggested and any such liability is hereby expressly disclaimed. Portions of the content on this website were prepared by FMG Suite. For more information or questions, please contact Bill Losey at 518-855-4065.