WELCOME

TO BLOOM FINANCIAL

 

 

Bill Bloom, RICP set about creating a financial company which inspires and partners with people to help them discover the optimal path to the retirement of their dreams. He understands that everyone has different goals and inclinations for their well-earned retirement. Bill is intent on providing you a safe and comfortable place to collaborate on a customized plan so you may Retire As You Desire!

How We Serve You

"The highest of distinctions is service to others." - King George VI

Income For Life

People don’t want to run out of money in retirement.  We help our clients plan for lifetime income so that you can live a purpose and passion filled life in retirement.

Tax Mapping Strategy

Do You Want To Leave A Legacy?

Are You Ready To Retire As You Desire?

Masterclass

Client Navigation Process


I have created a system called the Navigation Process that was designed to help my clients retire with confidence. I believe time is our most valuable resource and I want to help you buy back your freedom of time. My goal for you is to Retire As You Desire with the lifestyle that gives you the most happiness.  Here are the steps that you will go through when you begin on the journey to Retire As You Desire.

Right Fit Meeting

 

 

When I am introduced to a new person or couple, whether it's through this website or an introduction, we always have a Right Fit Meeting.  In this meeting, we simply talk. Get to know each other. We see if we could see ourselves working together for many years to come. Interested in learning how you could Retire As You Desire? Book your right fit meeting today!

 

 

 

 

 

 

 

 

 

Retire As You Desire Meeting

 

 

This is where we start to plan out your financial future. I will ask you many questions because I want to get to know you and what you want. During this period, I will be creating a personalized and customized financial plan just for you. I'm a fiduciary, so I legally have to put your best interests first. I will be listening to your wants and needs and I want to build trust with you.

 

 

 

 

 

 

 

 

 

Retire As You Desire Implementation

 

In this meeting, we will actually start to put your fiduciary-backed customized financial plan into place. This is where to learn what it will take in order for you to Retire As You Desire. Your customized investments will be monitored over time and you will have review meetings to see how well you're on track.

 

 

 

 

 

 

 

 

 

 

 

 

 

Introduction Process

 

 

I am so grateful to receive introductions from my clients, friends and family. I truly put my heart and soul into every plan, and I want to build trust with you throughout our journey together. The way that Bloom Financial grows is by helping others like yourself by taking them through the Retire As You Desire process. Our mission is to create Raving Fans, and that happens when you receive a boutique-like service with your money. So please help us by introducing your friends, family and colleagues to us at Bloom Financial.

 

Bill's Story

Bill Bloom is all about working with people who want to have a bigger and better financial future for themselves and their families.

 

You can listen to Bill's story here with the iconic Dan Sullivan, the founder of Strategic Coach.

Meet our Retire As You Desire Team

"The truth is that teamwork is at the heart of great achievement." John C. Maxwell

Bill Bloom

Financial Planner & Principal at Bloom Financial

Ashley Keel

Client Relationship Specialist

 

Kelsey Friis

Client Coordinator

 

What's keeping you up at night?


Retire As You Desire with Bloom Financial's personalized approach!

Retirement

Budget

Investments

My Business

 

Children's Education

Protecting Family

VISIT US

65 West Jackson Blvd #109

Chicago, IL 60604

EMAIL US

Bill@BloomFinancial.us

 

CALL US

(773) 326-8472

 

© Copyrights by Bloom Financial. All Rights Reserved.

 

* Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  WFS does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of FL, IA, IL, IN, OH, TN, WA, WI and WV.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.  

 

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