You Don't Need to Go It Alone
Asking for Help Brings You One Step Closer to Your Goals.
Are You Ready For Retirement?
With recent market volatility, you may have questions revolve around the complexity of your financial security.
Plan First and...
See Your Financial Goals
On track for retirement? Getting ready to file for Social Security? Buying a second home?
See All Accounts in One Place
Easily track all of your financial accounts where they are automatically updated daily.
Track Expenses
Stay on top of your budget and track your expenses.
Less Stress and Anxiety
Your personal financial plans are at your fingertips. Retirement Planning, Tax Planning, Social Security Maximization, and a lot more with a simple click of the keyboard.
The following are some questions to consider.
- Do you know your total net worth?
- Do you have an easy way of tracking your total net worth?
- Are you using all available tax reduction strategies in your current plan?
- Are you aware of the new tax law changes?
- Have you determined your specific short-medium-and long-term financial goals?
- Have you determined how much money you need to maintain your goals & lifestyle in retirement?
- Do you know the rate of return on your investments?
- Do you know how much risk exposure you have on your investments?
- Have you recently reviewed your investment risk exposure?
- If something happened to you, does your trustee know all of your wishes?
- Are your estate documents (wills and power of attorney’s, etc.) up-to-date and in good order?
Bottom Line – You Don’t Need to Go Through This Alone
As your assets grow, managing your wealth does not get easier, it just gets more complicated, and sometimes it just makes sense to ask for expert help.
We have seen all too many times from our years of experience, that when it comes to something as important as your money, it’s far easier to avoid unnecessary mistakes by working with experts, then it is to correct mistakes after the fact.
Frequently Asked Questions
Do you charge a fee for an assessment?
How do you charge your clients?
Does Bloom Financial hold my money?
Do you have a minimum account size?
What certifications do you have?
Why should I hire a financial advisor?
Bloom Provides a Free Financial Assessment?
We get it! You are wondering why we would be willing to commit to meeting with you and putting work into a project without any compensation?
This is a chance for you to get to know us.
We have found that the assessment is one of the best ways to determine if we are a good long term fit. The more you learn about our process, philosophy, and platform, the more likely you will want to engage our firm.
We build powerful social awareness.
After 33 years of helping hundreds of clients like you, we have built a strong reputation for Bloom Financial through our courtesy assessment service. Additionally, we hope you take away so much value, that you will want to tell your friends about your experience.
There is absolutely no obligation (other than your time).
Our offer gives you a simple easy to understand analysis so you can see if there are any gaps in your financial life that need attention. In addition, the courtesy assessment gives a way to show you how we can improve your financial situation.
Contact Us
info@bloomfinancial.com
390 Interlocken Crescent, Suite 350
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/