My specialty is in the area of retirement planning. I can help you make smart decisions with regard to retirement plans, retirement accounts, retirement and pension options, retirement distributions, retirement income and cash-flow planning, retirement risk management, tax diversification and tax reduction strategies, debt management, retirement investment strategies, retirement investment management, retirement relocation, Social Security, long-term care planning, employee benefits, and estate planning. Please check out my Retire In A Weekend! retreat consulting package. It's truly one of a kind!!
Bill Losey, CFP® is the firm’s President and Chief Retirement Strategist. He takes a leading role in shaping the investment policy decisions implemented on behalf of our clients. In addition, Bill oversees the firm’s financial planning strategies and has developed cutting-edge services including the Retirement Intelligence Newsletter, Retire In A Weekend! retreat, IRA Rollover Helpline and the Emerging Millionaire Mastermind wealth coaching program.
