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?


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


65 West Jackson Blvd #109

Chicago, IL 60604





(773) 326-8472