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.

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

Ashley Keel

Here's fun content for you!

  • What's keeping you up at night?

    Take the quiz!

  • Retire As You Desire Scorecard

    Are you ready for retirement? Find out!

  • E-Books

    Read any of Bill's publications for free - no strings attached!

  • Media

    Watch recordings from previous events, webinars and much more!

  • Blog

    Read articles, quick tips, interviews and more!

  • Podcast

    Listen to the Retire As You Desire Podcast!

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.  

 

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