Bloom Financial

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Bloom Financial helps you navigate the world of personal finance and investments with custom strategies to reach your objectives.
Bloom Financial helps you navigate the world of personal finance and investments with custom strategies to reach your objectives., IL

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MAKING A MAP,- Your financial dangers,- Your financial opportunities,- Your financial strengths

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SETTING THE COURSE,- Retirement income planning,- Annuities,- Estate planning,- Life Insurance,- 401(k) and 403(b) Plans,- Investments,

High Net Worth

At Bloom Financial, we are able to serve many different types of clients.  We are well versed in working on Estate Planning cases.  We are able to offer Private Placements, Premium Financing and ILIT Life Insurance policies to help reduce estate taxes at death.

Whether you want to minimize your estate tax bill, leave tax-free monies to your family or favorite charity, we have the planning knowledge to make this happen.

These tools can be vital instruments to help you Retire As You Desire by helping reducing your tax exposure.  We have a deep knowledge and many resources to design a plan that will fit your needs.

Call my office today to learn more about these advanced planning strategies to see if they are right for you.  (773) 326-8472

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck