Imagine if your will began with the words, “To my beloved government, I bequeath…”Nobody ever intends for their money to go to the government. ...
Latest Blog Posts
Celebrate Presidents’ Day!
This month we celebrate Presidents’ Day! This federal holiday originally began as a way to honor George Washington’s birthday on February 22nd. Abraham Lincoln ...
Important Updates for the 2023 Tax Year
Changes to the Filing DeadlineOne thing to note before we get into the nitty-gritty: After two straight years with an April 18 deadline, this ...
Your Bloom Q1 Financial Checklist
As a financial advisor, I’m a big believer in checklists. They help me stay organized, keep my priorities straight, and ensure that everything I ...
Strategic Partnership Launch
FOR IMMEDIATE RELEASE FOR FURTHER INFORMATION CONTACTAMY BLOOM – 800-929-5665amy@bloomfinancial.comAnnouncing the Strategic Partnership Between Bloom Financial, LLC and FourStar Wealth Advisors, LLCCombining Expertise in Tax, ...
New Year’s Resolutions 2022
Do the markets ups and downs have you feeling stressed?
These are historical times and if you are feeling anxious about your money, you are not alone. We provide relevant information to help you take back control of your finances. Please let us know what you would like to know about.
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Broomfield, CO 80021
Bloom Financial, LLC is a fee only financial planner headquartered in Westminster, Colorado that provides investment advice and financial planning. Bloom Financial is an Investment Advisor Representative of FourStar Wealth Advisors, LLC. Any information information provided by FourStar Wealth Advisors, LLC (“FourStar” or the “Firm”) is for general informational purposes only. This information is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and investors should be prepared to bear potential losses. Investments should only be made after thorough review with your investment advisor, considering all factors including personal goals, needs and risk tolerance. FourStar is a SEC registered investment adviser that maintains a principal place of business in the State of Illinois. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov/