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BLOOMER FINANCIAL PLANNING LLC is a leading financial planning firm that provides expert advisory services to clients in need of sound financial guidance. With a team of experienced professionals, BLOOMER FINANCIAL PLANNING LLC is dedicated to helping individuals and businesses achieve their financial goals and plan for a secure future.
How does the advisor help clients – Key Takeaways:
– BLOOMER FINANCIAL PLANNING LLC offers personalized financial planning services tailored to each client’s specific needs and goals.
– The team of advisors at BLOOMER FINANCIAL PLANNING LLC have extensive knowledge and expertise in various areas of finance, including investment management, retirement planning, and tax planning.
– The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop comprehensive and effective strategies.
– Client education is a top priority at BLOOMER FINANCIAL PLANNING LLC, and the team strives to empower clients with the knowledge and tools they need to make informed financial decisions.
Facts and Insights
BLOOMER FINANCIAL PLANNING LLC has been in business for over 10 years and has established a strong reputation for providing high-quality financial planning services to clients. The firm manages assets in the millions and has a team of expert advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|:———————-:|:——————:|:—————-:|
| $5 million+ | 5-10 | 10+ years |
Financial Services Offered
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
– Education planning
– Cash flow planning
– Debt management
– Business planning
Client Types
BLOOMER FINANCIAL PLANNING LLC works with a diverse range of clients, including:
– Individuals and families
– High net worth individuals
– Business owners
– Closely held businesses
– Non-profit organizations
– Corporate executives
Fees & Compensation
BLOOMER FINANCIAL PLANNING LLC operates on a fee-only basis, meaning that the firm only receives compensation directly from clients. This eliminates any potential conflicts of interest and ensures that the advisors are solely focused on the client’s best interests. The fees for services are determined based on the complexity of the client’s financial situation and the scope of services provided.
Background
BLOOMER FINANCIAL PLANNING LLC was founded by John Bloomer, a highly experienced financial advisor with over 20 years of experience in the industry. John holds several prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He leads a team of dedicated professionals who are committed to helping clients achieve their financial goals with integrity and expertise.
Financial Advisor Disclosures to Know
BLOOMER FINANCIAL PLANNING LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest or disciplinary actions. Clients can find this information on the firm’s ADV form, which is publicly available on the SEC’s website.
In conclusion, BLOOMER FINANCIAL PLANNING LLC is a highly reputable financial planning firm that provides expert advisory services to clients from all walks of life. With a team of experienced advisors, a holistic approach to financial planning, and a dedication to client education, BLOOMER FINANCIAL PLANNING LLC is a top choice for individuals and businesses looking for sound financial advice.