Comprehensive Retirement Income Solutions

We specialize in streamlining intricate financial scenarios, employing a comprehensive strategy centered around health, longevity, and overall well-being. Our retirement income solutions are designed to ensure long-term financial stability while also incorporating legacy planning. We proactively identify and resolve potential issues to guarantee your readiness for the future, allowing you to enjoy peace of mind.

20%
Did you know that allocating 10-20% of your retirement savings to healthcare is recommended? We'll assist you in determining the ideal target tailored to your individual needs.
67%
Two-thirds of Americans lack a proper will or living trust. Our holistic approach ensures the continuity of your legacy.
-CNBC
Experienced Guidance to Help You Build Financial Peace of Mind

Retirement planning encompasses numerous complexities, from navigating market volatility and rising healthcare costs to ensuring a secure legacy through wills and trusts, all while optimizing tax efficiency. Considering all these multifaceted challenges, having a dedicated retirement advisor becomes essential.

20%
Did you know that allocating 10-20% of your retirement savings to healthcare is recommended? We'll assist you in determining the ideal target based on your specific needs as part of your broader retirement income solutions.
Schedule Your Goals Meeting
67%
Two-thirds of Americans lack a proper will or living trust. Our holistic approach ensures the continuity of your legacy.
-CNBC



Schedule Your Goals Meeting
20%
Did you know that allocating 10-20% of your retirement savings to healthcare is recommended? We'll assist you in determining the ideal target tailored to your individual needs.
67%
Two-thirds of Americans lack a proper will or living trust. Our holistic approach ensures the continuity of your legacy.
-CNBC
Experienced Guidance to Help You Build Financial Peace of Mind

Retirement planning encompasses numerous complexities, from navigating market volatility and rising healthcare costs to ensuring a secure legacy through wills and trusts, all while optimizing tax efficiency. Considering all these multifaceted challenges, having a dedicated retirement advisor becomes essential.

Experienced Guidance to Help You Build Financial Peace of Mind

Retirement planning encompasses numerous complexities, from navigating market volatility and rising healthcare costs to ensuring a secure legacy through wills and trusts, all while optimizing tax efficiency. Considering all these multifaceted challenges, having a dedicated retirement advisor to guide you through effective retirement income solutions becomes essential to achieving long-term financial security.

20%
Did you know that allocating 10-20% of your retirement savings to healthcare is recommended? We'll assist you in determining the ideal target based on your specific needs as part of your broader retirement income solutions.
67%
Two-thirds of Americans lack a proper will or living trust. Our holistic approach ensures the continuity of your legacy.
-CNBC


Schedule Your Goals Meeting
Experienced Guidance to Help You Build Financial Peace of Mind

Retirement planning encompasses numerous complexities, from navigating market volatility and rising healthcare costs to ensuring a secure legacy through wills and trusts, all while optimizing tax efficiency. Considering all these multifaceted challenges, having a dedicated retirement advisor becomes essential.

20%
Did you know that allocating 10-20% of your retirement savings to healthcare is recommended? We'll assist you in determining the ideal target tailored to your individual needs.
67%
Two-thirds of Americans lack a proper will or living trust. Our holistic approach ensures the continuity of your legacy.
-CNBC

FAQs

Answers to some of your financial questions

When is the best time to start my Social Security Income?

How long could my money last me in retirement?

When can I retire? Am I going to be able to retire?

How often will we meet?

Will my retirement income be enough?

Contact us

Let us guide you to the retirement you deserve. From greater peace of mind to ongoing care, we're ready to lend a hand.

Call our office

+1 (773) 326-8472

65 West Jackson Blvd #109Chicago, IL 60604

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Contact us

Let us guide you to the retirement you deserve. From greater peace of mind to ongoing care, we're ready to lend a hand.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Email

Send us a message
Bill@BloomFinancial.us

Phone

Call our office directly
+1 (773) 326-8472

Office

65 West Jackson Blvd #109
Chicago, IL 60604