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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Office: 805-446-4600

Toll-Free: 800-200-8028

Fax: 888-808-8810

2629 Townsgate Road

Suite 245

Westlake Village, CA 91361

Series 7, Series 66, Series 24, Series 4, Series 53

jim@wealthcarealliance.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

James L. Losey Jr,  is a Registered Representative of and offers securities & advisory services through Osaic Wealth, Inc., Member FINRA/SIPC, a registered broker-dealer. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

James L. Losey Jr, is also separately registered as an investment advisor representative under Wealthcare Alliance, Inc., a Registered Investment Advisor registered with the Securities Exchange Commission.

IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.