What is Estate Planning?

Estate planning is a process that ensures your personal assets are passed on in an efficient manner to your chosen beneficiaries. This may include writing a will, enduring Powers of Attorney, and the possibility of setting up trusts.  Both individuals and business owners can benefit from estate planning.

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What type of insurance is right for me?

There are many different types of insurance that correspond to the many different areas of your life. When choosing a policy, it is important to find one that meets your specific needs and your budget. By addressing specific concerns of today, it allows us to anticipate things that may come in the future. We’ll work with you to create the appropriate insurance structure so that your concerns are protected.

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Will my information remain confidential?

Absolutely. Bloom Wealth takes confidentiality very seriously. With that in mind, we have security measures in place to protect the confidentiality of all clients. For more, please see our privacy policy.

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I’m in charge of the retirement and employee benefits at my firm. Can you help us?

Absolutely. Regardless of the size of your company we are able to custom build a group health and retirement program for your owners and employees. We can also develop a corporate education program, which is key to building employee understanding and participation in your plan. We look forward to discussing your specific needs and budget.

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Who is your typical client?

You are! To us, there really is no typical client. Our clients include hard working individuals whether they be white or blue collared, young families, business owners, and retirees. We have extensive experience dealing with small and medium-sized businesses helping them set up or improve their retirement, employee benefits and insurance plans.

Each individual or group has a unique vision of where they are going, and the desire to have their finances working to get them there. We develop relationships based on trust and mutual respect. Through this strong working relationship we create the direction for each client to achieve their goals

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Insurance products (including segregated funds) are offered through multiple insurance carriers.

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