In Episode 127 of The Win-Win Effect™ Show, CHRIS ROSS® sits down with a wealth multiplier and great friend, BILL BLOOM, to speak about, of course, money, gratitude, and has another deep, meaningful interview.
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Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a flexible strategy that will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies for a wide range of financial matters, including investments, risk management, tax planning, and insurance needs analysis.
As an independent financial advisor, Bill can choose from various products, resources, and tools that align with his clients’ best interests. He understands that every client’s situation is unique and requires a customized strategy. For Bill, it is not just about creating a plan; it is about building long-term relationships.
He holds “Retire as You Desire” workshops for clients and guests regularly. Bill believes that when clients genuinely understand the financial landscape of retirement, they make better-informed decisions about their retirement planning.
Bill is completing his Retired Income Certified Professional designation through the American College. He graduated with honors from Ohio Valley University with a Bachelor’s degree in Marketing and Management. He was also a four-year starter and Captain for the Men’s Soccer team. Bill was also named a Crain’s “Top Financial Advisors in Chicago.”
Bill and his wife, Jude, love traveling and trying new restaurants in Chicago. He is also a member of several professional and civic organizations. An avid sailor, he is a member of the Chicago Yacht Club and serves on their Board of Directors. Bill is also the Treasurer for the Chicago Yacht Club Foundation, which focuses on helping underprivileged children get out on the water. Being on the water is one of his favorite activities; he was among eight Chicago sailors that won the Antigua International Race Week competition. Each year, he participates in the Race to Mackinac.