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Bill Losey , CFP®, CSA - America's Retirement Strategist®
Bill Losey Quick Facts
Main Areas: Retirement, Investing, Baby Boomers, IRA & 401k RolloversBest Sellers: Retire in a Weekend!, Retirement Intelligence newsletter
Career Focus: Manages Investment Portfolios For Individuals Nationwide
Affiliation: National Ethics Bureau, Society of Certified Senior Advisors
Bill Losey, CFP®, CSA, America's Retirement Strategist®, is the the author of Retire in a Weekend! The Baby Boomer's Guide to Making Work Optional, Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide. Bill is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality because he makes the complicated and mundane topics of investing and retirement fun! (Wanna good laugh right now? Check out his hilarious baby boomer retirement movie. Please allow 30 seconds for it to load). You can read his full bio here.
Other Programs & Highlights
Do you have questions and concerns about retirement? Learn more about Bill's Advice & Consulting Services.
Have you lost confidence in your investment advisor? Learn more about Bill's Fee-Only Money Management Services.
Want to get your retirement ducks in a row? Learn more about Bill's Retire In A Weekend Retreat.
Retiring? Leaving your job? Learn more about Bill's IRA Rollover Helpline.
Favorite Quotes & Thoughts from Bill Losey
First, I believe that any sound retirement strategy and investment plan must be tailored to and aligned with the specific needs of each client. Therefore, I spend a tremendous amount of time listening in order to fully understand my clients’ objectives. Then and only then, can I help them match their finances with their visions and goals.
Second, I believe any wealth preservation or wealth building strategy must encompass asset allocation and diversification. The plan should provide solutions and peace of mind, and this is what I strive to help my clients achieve.
Finally, I establish business relationships that are based on the highest levels of trust, integrity and service. When people work with me, they can be assured I know that my success is specifically tied to their success. Seeing my private clients succeed is very important to me, and I take this responsibility seriously.
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Getting Started With Bill Losey
Stop struggling! 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. To determine if and how I can help you, call 1-866-786-2521 today to schedule an exploratory meeting (via phone or in-person). As an alternative, you can email me here. There is no charge or obligation. I'm Bill Losey and I want to be your trusted advisor.
Contacting Bill Losey
PROSPECTIVE CLIENT INQUIRIES: Bill invites you to download his FREE 30 page report, “The 10 Biggest Mistakes People Make When Retiring and How to Avoid Them”, here. To schedule a complimentary, no obligation, exploratory meeting with Bill, please call 1-866-786-2521.
MEDIA INQUIRIES: Bill is the consummate broadcast professional. With over 5000 hours of on-air experience, he knows how to handle himself both behind the mic and in front of the camera. Ever flexible, adaptable and accommodating, Bill is used to working under pressure and meeting deadlines. Have a last minute cancellation? Give us a call! Bill's quick-witted sense of humor and relaxed approach makes him easy to interview and memorable to your audience. Call 1-866-786-2521 or visit Bill online.
