BLOOM FINANCIAL - CUSTOMIZED WEALTH STRATEGIES

Message from Bill Bloom, Investment Advisor Representative
“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. Our Navigation Strategy is designed to help you identify dangers, opportunities and strengths in your current financial plan. The clients that I 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

What We Do

Helping you navigate toward a more secure financial future.

Retirement Income Planning
Estate Planning
Investment Portfolios
401(k) & 403(b) Plans
Life Insurance & Annuities
 

How to Reach Us

Bloom Financial
65 W. Jackson Blvd
Suite 109
Chicago, IL 60604

815-600-1758

[email protected]

Your Navigation Strategy

Whether you are an individual, family, retiree or business owner, Bloom Financial conducts business using a proven process to discover your dangers, opportunities and strengths. The final plan includes quarterly snapshots and annual reviews. More

 

Retire As You Desire
Your Guide to a Happy and Healthy Retirement

Contrary to popular belief, it doesn't take millions of dollars to retire with steady and reliable income streams in retirement. Learn how to Retire As You Desire with confidence by reading our complimentary guide.
 

 

The Yachter's Guide to Early Retirement

Our founder is a passionate sailor. This complimentary book contains personal lessons and strategies to help you keep the lifestyle you love in your retirement years. Whether you are a sailor or not, our book can guide you to smooth sailing in retirement.
 

 

Our Focus … Is You

You - the client - will always be the main focus of our meetings. 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.

 

Getting Started with Bloom Financial

Don't be overwhelmed when thinking about retirement. Begin by taking the first step: scheduling a complimentary meeting with Bill Bloom. Together, we will review your current financial status. Using this information, we will prepare a strategy to help you Retire As You Desire.

Start Here Schedule a Free Consultation: