"We will always do everything possible to earn your trust and goodwill." 

 

As a client of BLRS, you will have a dedicated Certified Financial Planner™ practitioner with over 15 years experience who will listen to you, consult with you, educate you, and communicate with you. 

 

In addition, behind BLRS stands a network of highly-credentialed professionals including investment analysts, portfolio managers, estate attorneys, accountants (CPAs), real estate agents, mortgage brokers, geriatric care managers, college financial aid counselors, insurance specialists, and long-term care planning strategists.

 

This breadth and depth of experience allows us to take a holistic approach to your finances, and deliver personalized solutions where your wealth is always integrated with your dreams and goals.

 

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, and the IRA Rollover Helpline.

 

Read Bill Losey’s bio>