We are Financial Professionals
Financial Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Dallas/Fort worth and surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At Bloom Financial Partners, LLC, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.