Our Services
Financial Planning*
· Information gathering session to summarize your current financial situation
· Fully comprehensive Lifetime Financial Plan analyzed, drafted and presented
· Checklist driven action items prioritize implementation
· Annual and as-needed comprehensive reviews and updates
· Staff On-Call access to our team throughout the year
Estate Planning
· Wills, Trusts, Power of Attorneys, Living Wills
· Estate Tax Exposure Analysis
· Gifting, Charitable Planning and Advanced Concepts
· Estate Distribution Planning
Investment Management and Portfolio Optimization
· Portfolio Review and Analysis*
· Tax Diversification and Tax Harvesting Maximization
· 401(k) Dynamic Risk Management and Overlay Platform*
Retirement Planning
· Income Analysis
· Designated Beneficiary Document Review
· Financial Planning Software*
Insurance Services/Risk Management Review and Needs Analysis
· Life Insurance
· Annuities
· Health Insurance
· Disability Income Insurance
· Long-Term Care Insurance
BLOOM FINANCIAL, LLC does not offer any proprietary products.
Our goal is to be your most trusted advisor through our experience, our knowledge, our integrity and our service. We strictly adhere to the Certified Financial Planners Code of Ethics and uphold our fiduciary responsibility to act in your best interest at all times. BLOOM FINANCIAL, LLC is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution.
As your financial advocate, we employ a thorough peer-to-peer oversight review process to ensure the best possible plan design, implementation, management and maintenance.
Contact us for details.
Our goal is to be your most trusted advisor through our experience, our knowledge, our integrity and our service. We strictly adhere to the Certified Financial Planners Code of Ethics and uphold our fiduciary responsibility to act in your best interest at all times. BLOOM FINANCIAL, LLC is not owned or financially supported by any bank, brokerage firm, insurance company, or other financial institution.
As your financial advocate, we employ a thorough peer-to-peer oversight review process to ensure the best possible plan design, implementation, management and maintenance.
Contact us for details.
BLOOM FINANCIAL, LLC is securities registered in Colorado and California.
BLOOM FINANCIAL, LLC is insurance licensed in the state of Colorado.
BLOOM FINANCIAL, LLC is registered in the state of Colorado to provide advisory services.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Registered to sell securities in the following States: California (CA),Colorado (CO)
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Supervisory Office:
6100 Uptown Blvd Suite 610 Albuquerque, NM 87110
505-291-8585 ofice 505-291-0758 fax
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Privacy & Other Important Disclosures