We can help you move towards Retirement Bliss

At Bloom Financial, we recognize that retirement planning can feel daunting. Our dedicated team is committed to simplifying the process for you, offering personalized strategies designed to meet your individual goals and needs. Let us help lead you towards a retirement with a higher level of confidence and peace of mind. We can help you move towards dreams of your golden years with a retirement plan tailored to your ambitious aspirations.

Retirement Simplified

We specialize in streamlining intricate financial scenarios that safeguard and enhance the fruits of your labor.

Tax Strategy

Our financial retirement planning services also prioritize minimizing tax liabilities, strategically positioning your assets to keep you in the lowest tax bracket possible,

"Bill has been helping me manage our assets since before Bloom financial was formed. He has put my wife and l on the correct path for financial success when I was clueless about the direction we should go. Thanks, Bill!"

John & De C.

Downers Grove, Illinois

Comprehensive Retirement Solutions

We specialize in streamlining intricate financial scenarios, employing a comprehensive strategy centered around health, longevity, and overall well-being. We provide legacy planning, anticipating and addressing any potential issues to ensure your readiness for the future.

Holistic Approach

Having a financial partner who adopts a holistic approach centered around your health, longevity, and overall well-being is invaluable in navigating the complexities of financial planning. Beyond simply managing assets and investments, we understand the interconnectedness between financial stability and personal wellness.

We work closely with you to develop a comprehensive plan that not only works to secures your financial future but also enhances your quality of life.

Navigating Complex Issues

Retirement can often be overshadowed by concerns about financial security and health uncertainties. The fear of depleting savings or facing unexpected medical expenses looms large, leaving many individuals anxious about their future.

We act as your partner in retirement, guiding you towards a future with more financial stability and peace of mind. By meticulously planning for various scenarios and proactively addressing potential challenges, we help ensure that your retirement journey is not only secure but also tailored to meet your unique needs and aspirations.

Financial Stewards

We take pride in safeguarding your hard-earned assets and ensuring their growth over time. Our services extend to comprehensive legacy planning, empowering you to preserve and expand your wealth for future generations.

What our clients have to say

Discover how our retirement planning services have empowered individuals to enjoy more financial security and peace of mind which we can never truly do.

"I will never forgot the day you called me to tell me 'today you are a millionaire'. This was all your great work in getting me there. I will always be grateful to you."

Linda L.

Orland Park, Illinois

Bill has been a consistent asset to my family and planning our financial future. Bill has been with us since day one and has been our advocate for our financial freedom. We couldn't have done it without his help and guidance.

Robert K.

Downers Grove, Illinois

Bill and his team are top notch in their field and will treat you like a family member from the beginning. My wife and I have worked with them for 4 years and now we are able to enjoy our next chapter!

Gary Z.

Crest Hill, Illinois

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Experienced Guidance to Help You Build Financial Peace of Mind

Retirement planning encompasses numerous complexities, from navigating market volatility and rising healthcare costs to ensuring a secure legacy through wills and trusts, all while optimizing tax efficiency. Considering all these multifaceted challenges, having a dedicated retirement advisor becomes essential.

Did you know that allocating 10-20% of your retirement savings to healthcare is recommended? We'll assist you in determining the ideal target tailored to your individual needs.
Two-thirds of Americans lack a proper will or living trust. Our holistic approach ensures the continuity of your legacy.


Answers to some of your financial questions

When is the best time to start my Social Security Income?

How long could my money last me in retirement?

When can I retire? Am I going to be able to retire?

How often will we meet?

Will my retirement income be enough?

Contact us

Let us guide you to the retirement you deserve. From greater peace of mind to ongoing care, we're ready to lend a hand.

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Send us a message


Call our office directly
+1 (773) 326-8472


65 West Jackson Blvd #109
Chicago, IL 60604