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About Bloomer Financial Planning

Bloomer Financial Planning LLC provides practical solutions for important financial goals and milestones. We help create a broad ranging financial plan, including retirement readiness, investment strategy, insurance coverage, estate planning, and tax mitigation. We help clients prepare for major expenditures such as higher and private education, home purchase, and celebrations and create a budget that helps you achieve financial goals. I provide an alternative to the very expensive brokerage firm and investment advisors that provides cookie cutter solutions for a large asset based management commission. I charge a fee only for the services you need, customized to your objectives. My 35 years of experience in insurance, investments, compensation, and retirement plans with Aon, Hewitt, and Cigna has prepared me well for answering clients' important financial questions and developing a viable plan. And then we will monitor and adjust the plan as life happens.

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