The Retire As You Desire® Framework
Retirement is about more than having enough money.
It is about knowing your money can support the life you want to live.
The Retire As You Desire® Framework brings your income, investments, taxes, protection, and legacy into one coordinated retirement strategy, built around you.
A Framework Built Around You
Most financial planning starts with the numbers.
We start with the person.
Before we talk about investments, income, taxes, or retirement accounts, we want to understand what matters most to you.
What do you want retirement to look like?
What keeps you up at night?
Who are you trying to protect?
What do you want your money to make possible?
Once we understand the life you want to live, we can begin building a retirement strategy designed to support it.
"Bill has been a consistent asset to my family and planning our financial future. Bill has been with us since day one and has been our advocate for our financial freedom. We couldn't have done it without his help and guidance."
Robert K.
"Bill is amazing! He gives you straightforward advice, answers all your questions and is a super nice guy on top of it! I would recommend Bill to anyone! Give him a call; you won't be disappointed."
Sheri Z.
"Bill has been helping me manage our assets since before Bloom financial was formed. He has put my wife and l on the correct path for financial success when I was clueless about the direction we should go. Thanks Bill."
John C.
Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
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Human-first financial planning.
There’s no substitute for spending quality time together. Think of us as your retirement guide, here to listen, understand what matters most, and help you create a clear path toward the retirement you truly want.
Frequently Asked Questions
We’ve had the pleasure of working with Bloom Financial (Bill Bloom) for several months now, and the experience has been exceptional. Their advice has always been thoughtful, tailored to our financial goals, and grounded in a deep understanding of the markets. What stands out most is their integrity, responsiveness, and genuine commitment to helping us succeed financially.
From retirement planning to investment strategy, they’ve guided us with clarity and confidence every step of the way. They have given us multiple options for our investments. We truly feel more secure about our financial future thanks to their expertise and personal touch.
We highly recommend to anyone seeking a knowledgeable, trustworthy financial advisor.
-Tom G.
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Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
What Makes the Bloom Financial Experience Different
Personal Guidance, Not a Prepackaged Plan
Your strategy is built around your life, family, concerns, and goals...not a generic model assigned to everyone who reaches the same age or account balance.
One Coordinated Retirement Strategy
Retirement decisions rarely affect only one area of your financial life.
We help connect your income, investments, taxes, insurance, healthcare considerations, and legacy planning so you can understand how one decision may affect another.
A Relationship Built for the Long Term
Retirement can last 20, 30, or even 40 years.
We remain involved as your life changes, helping you evaluate decisions, recognize planning opportunities, and adjust your strategy along the way.
You worked hard to build your life.
Now it is time to build a retirement strategy designed to help you enjoy it.
The Retire As You Desire® Framework coordinates your goals, income, investments, taxes, protection, and legacy into one retirement strategy...so you can move forward with greater clarity and confidence.