About Bloom Financial
We align wealth with purpose. We help successful families, entrepreneurs, and leaders turn complex finances into clear, values-aligned decisions—so your plan supports the life you actually want. We coordinate investments, cash flow, tax planning, and legacy considerations in one coherent strategy.
If you’re a 7- and 8-figure household, these will feel familiar:
1. Your income and responsibilities have scaled—and the moving parts multiplied.
2. Taxes feel like a second job.
3. Investments live in too many places.
4. The full picture isn’t coordinated.
5. People depend on you; your time is scarce.
How we’re different:
1. Retire As You Desire® Lifetime Plan. Our framework maps income, taxes, and legacy—before product decisions.
2. Thousands of client conversations. We’ve documented what works so you benefit from proven playbooks—never one-size-fits-all.
3. We practice what we teach. We are transparent about how we invest personally and why, and we discuss risks and fit in plain English.
4. Fiduciary standard & credentials. Our lead advisor holds the Retirement Income Certified Professional® credential, and we provide advice to advisory clients under a fiduciary standard.
5. Education forward. TV show, podcast, and workshops that make decisions easier—at your pace.
6. Clear fees. Simple, transparent pricing so you know what you’re paying for.
7. Coordinated team. Advisory, client service, operations, and brand communications working in sync.
If you want a coordinated, values-aligned plan—and a team that explains the trade-offs clearly—we’re built for that. Expect candid conversations, thorough coordination, and next-step clarity.
Our Brand Family
- Retire As You Desire® — Our planning framework for aligning income, taxes, and legacy with purpose.
- Retire With Purpose™ — Workshops and tools that turn big decisions into clear next steps.
- Diane Money® —
A companion app experience to organize cash flow and decisions between meetings.
About Bill Bloom
Bill leads retirement and lifestyle planning at Bloom Financial and hosts the Retire As You Desire® TV show and podcast. His approach blends income strategy, tax awareness, and legacy planning with a simple goal: align your money with your purpose—today and over time.
He emphasizes education, low-cost implementation where appropriate, and plain-English decision making. Clients value his calm process, clear next steps, and long-term focus.
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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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65 West Jackson Blvd #109, Chicago, IL 60604
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