December 25, 2022

E172 – Bill Bloom

Bill Bloom is a husband and father. Family first. Bill has created the Retire As You Desire lifestyle, that helps you earn back your freedom so that you can live a purposeful and passion-filled life! He creates customized investment and retirement plans so that you can truly live how you desire. Income tax deduction strategies for high-income earners. Tax deferral planning for the sale of highly appreciated business, real estate, stock and collectable assets, with alternatives to the CRT, 1031, and Seller Carryback Installment Sale.
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E172 - Bill Bloom

Bill Bloom

For more than 20 years, our mission at BLOOM FINANCIAL – is to strive to help you reach your dreams, aspirations and goals, and hopefully achieve a little more peace of mind through cutting-edge strategic planning, state-of-the-art technology and prudent cost-effective investment management.

Your Financial Success Is Paramount

Our goal is to be your most trusted advisor through our experience, our knowledge, our integrity and our service. We strictly adhere to the 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, plan implementation, plan management and maintenance. You can employ us to work with your current CPAs, attorneys and other trusted advisors or, you may engage our subject matter experts to optimize the continuity, performance and effectiveness of your personal financial life.

Grateful Husband and Father

Sailboat Racer
4x Author
2x Podcaster
Strategic Coach 10x
Coffee Fan
Lifetime Learner

All of these traits have helped me create a lifestyle full of gratefulness and abundance.

I grew up in a household where my parents could not figure out how to make money work for them. Does that sound familiar to you?

That is why I have created the Retire As You Desire lifestyle to help you free up your time for what matters most to you! My aim is to give you a Ritz-Carlton like experience for your money.

I love to help people simplify their money and get it to work for them.

Here’s an ideal client opportunity. If you are one of these, please reach out to me!

Grateful humans. (it’s a must)

Highly successful entrepreneurs who want to buy back their time.

Family-oriented people.

Individuals who are looking for investment help.

Show Notes

*Intro and outro music are from an original piece by
Carl Zukroff of The Blue Hotel

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