Bill Losey Retirement Solutions - retire, IRA rollover, 401k rollover

My Goal	Who I Serve	What I Do
My Approach	How I Do It	What Happens Next
Let's Explore	Important Tax Info	Fee Menu

MY GOAL
In the broadest possible sense, my goal and duty is to be your financial advocate. I'm willing and ready to help you make smart decisions that resolve existing financial problems and prevent future ones.

WHO I SERVE
I cater primarily to couples and single, divorced and widowed women nationwide (age 50-70) who seek retirement guidance, need to put pre-retirement and post-retirement issues into perspective, and make important decisions that require unbiased, objective financial opinions and professional analysis, and fee-only investment management services (with NO product sales).

WHAT I DO
My specialty is in the area of retirement planning and investment management on a fee-only basis.

My retirement advice and consulting services include discovering and prioritizing your needs and goals, mathematical analysis and forecasting, professional evaluation and advice, recommending financially viable solutions, and a structure for making smart financial decisions. Additionally, if you desire, I can help you open/transfer/consolidate your retirement investment accounts (IRA's, 401k's, annuities, etc.), implement the recommendations, provide ongoing support and monitoring, and accountability.

I can help you make smart decisions with regard to your 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, asset allocation, retirement investment management, retirement relocation, Social Security, long-term care planning, employee benefits, and estate planning.

MY APPROACH
The specific reason or reasons that brought you here will probably be addressed first. As a part of that solution process, I'll take a broader look at other aspects of your financial life. When I see potential issues, I'll discuss them with you. I'll discuss options, timelines and ways to proceed with whatever you choose. I offer a simple, systematic approach to crafting a customized financial strategy for each person. Recommendations are made only after a thorough examination and evaluation of your situation.

HOW I DO IT
I understand that your situation is as unique as your fingerprint and that you may want advice in-person and/or over the phone. I'm flexible, am a good listener, and offer many options to suit your needs. Call me at 1-866-786-2521 today to discuss your needs. I'd be happy to speak with you personally.

WHAT HAPPENS NEXT
In my work with other successful individuals, I've learned that your goals and objectives will change over time. Life is a journey!

If your goal is to reach the farthest hill you can see from here, then eventualy I expect you to be standing on that hill. When that happens, it will be time to look around and create new objectives to be achieved.

As a result, at least every year (or sooner) we can come back to your goals and see if anything needs to be adjusted.

Have any family or business events occurred that might trigger changes in your goals? Based on reasonable projections, are you on track to achieve your goals? Can anything be done to decrease the risks associated with accomplishing your goals? Can we accomplish your goals faster? What do we need to do to make sure you feel secure and confident that you will not outlive your money?

These are the questions I ask.

LET'S EXPLORE
Please call me today at 1-866-786-2521 to schedule a complimentary exploratory meeting. This 60-90 minute get-to-know-you meeting can take place in person or over the phone, and there is no cost or obligation. There is a mutual process of getting to know each other and deciding if there is a desire on both sides to forge ahead. Together we can determine if and how my services would be of benefit to you.

IMPORTANT TAX INFO
Please note that Section 212 of the Internal Revenue Code permits an itemized deduction for tax, financial and/or investment advice in the Miscellaneous section of your Schedule A. It is subject to a 2% floor of the adjusted gross income on your personal tax return. Please consult with your tax advisor for specific information and to determine your eligibility.

FEE MENU
Paying for advice and consulting is an investment. You are not just paying for the work I do; you are paying for the commitment you make to yourself to become financially independent and secure. This commitment extends into everyday life.

People like you seek me out because they want a safe and fun environment to make smart financial decisions with no pressure to buy particular products. What they want and find with me is a systematic approach to reduce and eliminate stress, gain clarity and perspective, understand the advantages and disadvantages of various options, sound strategies to avoid costly mistakes, ideas and tools to simplify their lives, and the ability to invest with confidence.

1. My preferred method of working with people is on a long-term basis. As a courtesy and benefit, when you hire me to manage your investment portfolio (and become one of my valued Private Clients), all advice and consulting fees will be waived. Learn more about my money management services.

2. If instead, you prefer a short-term relationship with a minimal time and financial commitment, my popular S.W.O.T. Retirement Analysis (where I identify your financial strengths, weaknesses, opportunities, and threats - and provide solutions and an action plan) could be just what you've been looking for. The S.W.O.T. Retirement Analysis consists of numerous phone consultations (or in-person meetings) PLUS 30-days of ongoing support and followup.

Call me now, toll-free, at 1-866-786-2521 and tell me about your concerns and situation. Once I know a little more about you, I'll have a better indication of the work involved to help you achieve your desired result, and I'd be happy to provide you with a fee quote and course of action. I look forward to having the opportunity to get to know you and help you personally! Thanks for your time and consideration.