You ditch your current strategy of ignoring-it, meaning-to-get-around-to-it, and hoping-for-the-best.Analyze Your 401k
You won’t find impossible to read charts with a zillion colors. The health of your 401k will be represented by a flower.
We’ll talk to you like a human being, not a finance major.
No crazy paperwork or applications to fill out.
You leave it at the current institution.
The entire sign up process is handled online.
Blooom takes over and starts managing your 401k for you.
For 401k balances
greater than $5,000
For 401k balances
less than $5,000
So you don’t have a large 401k. Big deal. Everyone starts somewhere. The problem is, most investment firms won’t spend anytime helping you. Blooom will.
To prove our commitment to helping all investors, we’ll treat you and your 401k the same as if you were paying $10/month.
Think of us as the Navy SEALs of 401ks – nobody gets left behind. Nobody.
The second guessing and worrying ends here. You can rest easy knowing a professional advisor is handling things from here on out.
No more pouring over 401k investments that read like they are writing in a foreign language. You can toss all that in the trash.
You and your family are going to depend on your 401k someday. You better get it right. And you if you aren’t doing it, you better find someone to do it for you.
Professional advisory assistance has been shown to provide you with a greater potential long-term return. Of course, using your in-laws is still an option. We just think we’re better at it.
You won’t find the advisors at blooom walking around in three piece suits, $200 ties, driving 800 series BMWs.
We aren’t silicon valley start-up kids with shiny new degrees and no experience. In fact, we have over 30 cumulative years of experience helping investors fix their portfolios.
Some firms require you to have a gazillion dollars to get help. At blooom there is no minimum. We are out to help all investors.
Tell us your name, when you were born, and when you’d like to smash your alarm clock (retire).
Link up your 401k: select where your 401k is currently held and then enter your login and password.
Blooom will analyze your current 401k and then recommend the correct allocation without using hard to read financial charts with a zillion colors.
A blooom advisor will build a portfolio to match the recommendation for your 401k AND we’ll rebalance it for you.
Voila! Finally your 401k will be set up correctly with a real advisor looking after it on a regular basis.