Bloom Financial's Client Process

I have created a system call the Navigation Process that has helped many clients retire with confidence.  My goal for you is to Retire As You Desire with the lifestyle that you want.  Here are the steps that each client goes through when working with Bloom Financial:


1)  Navigation ProcessWe sit down and chart your course on how to navigate your financial future.  You will have an opportunity to speak freely as to what you want your retirement to look like.

2)  Investment Portfolio AnalysisA conversation takes place to go over where and why you are investing your money.

3)  Investment and Tax StrategiesYour portfolio gets examined to see if you are efficiently making progress to meet your goals. 

4)  Retirement Readiness CheckAt this stage, you will learn where you stand with your current investing plan.

5)  The Retirement Income PlanYou will have an opportunity to act on recommendations so that you can receive income each month when you are retired and help you accomplish your lifestyle dreams.

6)  Quarterly SnapshotsClients receive quarterly updates as to how their investments are performing.

7)  Annual Review AdvantageEach year we set a meeting to review your progress towards your financial goals.

8)  Referral ProcessBloom Financial is a referral accepting practice

     Please introduce me to your family, friends, retirees and co-workers.

     Below are areas that I work with my clients

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

Bill Bloom, RICP®
65 W. Jackson Blvd
Chicago, IL 60604
(815) 600-1758