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!
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How We Serve You
"The highest of distinctions is service to others." - King George VI
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.
We are in a historically low tax rate environment. Are your taxes on sale? Let’s find out together to see if you should be investing in Roth IRA’s.
I help our clients plan for unforeseen circumstances in retirement. Planning and taking action is the best way to help future generations of your family thrive.
I have created a scorecard to see if you are ready to retire. Take the assessment to see if you are ready to leave the workforce and enjoy the rest of your life!
One of my main goals is to educate others. So I decided to host free Masterclasses on complex areas of retirement planning. I try and simplify these complex retirement issues to help you make informed and educated decisions for your financial future. Watch a Masterclass today!
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 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
65 West Jackson Blvd #109
Chicago, IL 60604
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* 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.
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