SEC CRD #801-78201
Bill Losey Retirement Solutions Intelligent Retirement Planning and Investing Strategies for Women and Couples Age 50+ Bill Losey Retirement Solutions X 1-833-777-BILL (2455) View Our Digital Brochure Free Retirement Readiness Kit --> HOME About Meet Bill About BLRS Our Approach The Simply Wealthy Retirement Process Investment Process Governing Values Private Client Services Retirement Strategies Case Studies Knowledge Center Bill’s Blog Retirement Guides Contact Prospective Clients Media and Press Event Planners Search SEARCH Previously seen on MUSIC Bill Losey, CFP is a retirement specialist of over 30 years. He works with a small circle of Private Clients nationwide to deliver an all-encompassing retirement income, investing and portfolio management service. 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. Top 10 Retirement Questions We Help Answer When can I retire and what’s the best age to retire? It isn’t always 62 or 65, and it isn’t necessarily the same year you start collecting Social Security—in fact, it could be today. We take a broader look at your goals and your resources to determine what has to happen financially for you to make work optional. Learn more How much money do I need to retire and what’s the best way to invest it? Some say you need 70-80% of your pre-retirement income to live comfortably in retirement,
WILLIAM A. LOSEY III
PRINCIPAL & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
📞 (518) 708-9925
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AUM
$40M
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