I’m Bill Bloom.

Independent Financial Advisor

About Me

Hi There!  Thank you for visiting my site.  I have to tell you, the way people think about retirement has changed.  I’m sure it has for you, too.


I help people buy back their time and freedom.  I help folks like you create lifetime income streams so that you could make work optional.


You see, my passion is to help YOU live a life filled with purpose and passion.  And that happens when you get your money in order.  Being able to live off of your own resources.


I’d love to help you Retire As You Desire.  Start your own personalized retirement income planning journey with Bloom Financial.


All the best,

Bill Bloom, RICP®

Over 100 Clients

13 Years Experience

4 Financial Advice Books

What I Do.

The clients that we work with receive top-notch service in a professional and customized manner. 

  • Retire as You Desire

    Choosing when to retire may be the most important financial decision that you will make in your lifetime. I have created a strategy called the Navigation Process to assist you with a reliable stream of income that can last your lifetime!

  • Schedule a Meeting

    Schedule your complimentary phone call today to help you retire as you desire!

  • Lifetime Income

    I want to help you not outlive your hard earned money, give you the lifestyle that you desire and give you confidence in your retirement years.  Let me help you retire as you desire and have a steady stream of income so that you can enjoy your retirement! 

Bloom Financial's Client Process

I have created a system call the Navigation Process that is designed to help clients retire with confidence.  My goal for you is to Retire As You Desire with the lifestyle that you want.  Here are the steps that each client goes through when working with Bloom Financial:

  • Right Fit Meeting

    When we are introduced to a new person or couple, we have a Right Fit Meeting.  This is where we get to know one another.  We see if we could see ourselves working with one another for years to come.  It is a great opportunity to learn more about each other.  

  • Retire as You Desire Meeting

    In our second meeting, it is purely educational.  We will go through the hierarchy of retirement income planning, along with our bucket approach.  The bucket approach will educate you and show you where your future retirement income could come from.  This step will also show you how well your existing plan and investments will work for you in retirement.

  • Retire as You Desire Implementation

    In our third meeting, you will learn about new opportunities and investments that are customized for your needs.  You will receive a plan that can show you how you could Retire As You Desire with ongoing measurements to help keep you retired.

  • Introduction Process

    At Bloom Financial, we are so grateful to receive introductions to new clients.  That is how we grow.  We strive to give you a customized experience, fun client events and an ongoing relationship.  All of our retirement income plans are tailored only for you!  We do expect to work with Raving Fans, which are clients that want to tell their friends and family about us!  So please introduce your friends, family and co-workers about us and the work that we do.  We would love to help you and your introductions to be able to Retire As You Desire!

Recent News

Sharing my knowledge with others and gaining new ideas is one of my favorite things to do. Read below to see some recent conversations I've had with industry professionals. 

"This is what I love doing...you don't have to reinvent and relearn how to make your money work for you."

from an August 27, 2020 appearance on the Firebuilders Live Podcast

"I had that drive in my mind that you can accomplish what you want, however you want. That's really the key in life."

from a September 30, 2020 appearance on Devon Harris' podcast "Keep On Pushing"

"I'm a big advocate for education... My books are all about self-empowerment to encourage you to continue learning how to do things."

from a October 12, 2020 appearance on Rebecca Hall Gruyter's "The Author's Journey" podcast 

"I help people plan for lifetime income so that they can go out and have a purpose with the rest of their life after they retire."

from a November 18, 2020 appearance on the Scott Becker Private Equity Group podcast

"You need to write down where your money is going so your brain can show you where it's going."

from a November 30, 2020 appearance on Fergus Matheson's Own Your Success podcast

Get in Touch

Get started on your journey to retire as you desire by contacting us! We look forward to hearing from you. 

  • Email


  • Phone

    (773) 326-8472

  • Address

    65 W. Jackson Blvd #109 Chicago, IL 60604

© Copyrights by Bloom Financial. All Rights Reserved.


* Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  WFS does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of FL, IA, IL, IN, OH, TN, WA, WI and WV.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.  


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