Retire As You Desire - Customized Retirement Income Plans Designed Specifically For You!

Message from Bill Bloom, Investment Advisor Representative, RICP®
“At Bloom Financial, the core of my time and energy is spent on my clients. That is the main focus of my practice and it is the reason why I'm in business. We use retirement income planning technology that is designed to help you identify the dangers, opportunities and strengths in your current financial plan.  We create cusomized and holistic retirement income plans for our clients.

The clients that we work with receive top-notch service in a professional and customized manner. Your goals and concerns are listened to and strategies are created to help you reach your objectives.”

More About Bill Bloom

How to Reach Us:

Bloom Financial
65 W. Jackson Blvd
Suite 109
Chicago, IL 60604
(773) 326-8472


Technology is utilized to help create customized retirement income plans for you and our clients.  The technology is used to show you how well your current investments will prepare you for retirement, and if you need to make any adjustments to help you stay retired.  If you are ready to start your retirement income plan, book a time here:  Start your retirement income plan


Our Focus Is ALWAYS You!

You - the client - will always be the main focus of our meetings and our planning. That is true whether you are an individual looking for advice about your portfolio, a retiree needing assistance with your income planning or a business owner who wants guidance on your company's retirement plan. Your financial interests are our top priority.  We are here to help you Retire As You Desire!


Get Started With Bloom Financial Today!

Don't be overwhelmed when thinking about retirement.  We try to simplify the retirement process for you.  We can take you through the process of createing retirement income for life, help you with your social security decisions and show you new ideas to help you Retire As You Desire!  Begin your customized retirement income plan now!  Together, we could create a lasting strategy to help you retire and stay retired.

Start Here Schedule Your Retirement Income Plan: