Bloom Financial specializes in transactional tax planning, retirement income planning, and investment management. Our wealth transfer and tax planning clients include high-net worth individuals, families, executives, and business owners. Our firm is routinely asked by clients to advise on the tax implications of major transactions. Whether they are engaged in the sale of highly appreciate stock, business, collectable or real estate. Our clients rely on our experience to help them resolve tax questions that can have a significant impact on the success of the transaction. Some clients require sophisticated trusts and transactions to achieve their goals. Other clients require traditional straight forward plans. In every case, we tap into our nationwide team of Tax attorneys, CPAs, financial planners, insurance auditors, art appraisers, bankers, and investment advisory firms. Our teams are skilled to maximize net worth and position for a smooth and seamless transfer of wealth from one generation to the next.

Website: bloomfinancial.com

Phone: (800) 929-5665

Cross Streets: Near the intersection of Interlocken Cres and Interlocken Blvd