Retirement Advisory and Management Services
Let's get down to it. Find out how other hard-working Americans have come to the conclusion to hire blooom to manage their
IRA, 401k or other retirement plan.
Just ask yourself...
If you're still not sure how/if blooom can affect your account, just ask yourself these 5 simple questions. You may be surprised to find that your 401k or IRA is in need of some TLC.
Do you feel confident you're invested in the right balance of stocks and bonds?
71% of people who come to blooom tell us they are not confident in their investing strategy.*
We're not surprised. Do you remember how you picked the funds in your account originally? Exactly. You were probably given a list of options with zero guidance. You'd be lucky to get a pamphlet and a pat on the back.
When you hire blooom you put the power of seasoned financial advisors and tip-top technology on your retirement so you can feel confident it's doing the best it can.
Did you minimize the hidden investment fees in your 401k and IRA?
82% of people who come to blooom don't attempt to minimize the hidden fees lurking in their 401k or IRA.*
The median blooom client could save more than $32,100 in hidden investment fees over their working life.** Soak that in for a sec. Don't let Wall Street take advantage of you! When you hire blooom we look at the expense ratio of every fund and put you in the lowest cost options for your proper allocation. Take THAT Wall Street!Start now
Do you know what your retirement savings are invested in?
48% of people who come to blooom freely admit they don't know what they're invested in their retirement accounts.*
If you'd rather spend your free time doing things other than researching a diversified fund mix...we hear ya! If you don't know what you're invested in, make sure someone qualified does. Don't squander what could be your single most important source of income in retirement. When you hire blooom, you can feel confident we'll know exactly what you're invested in and why.Start now
Is your portfolio based on your retirement horizon and risk profile?
63% of people who come to blooom admit they don't know if their portfolio is ideal for them.*
This is so important. If you're too conservative with your investments early in your career you may be missing out on key years of growth. Unless you're into working longer and contributing more to hit your goals, making a few good choices early on can make all the difference. BUT it's never too late! When you hire blooom, you can feel confident we'll invest you within the funds that make the most sense for your retirement horizon. Not feeling so bold? Simply adjust your strategy based on your risk tolerance.Start now
Do you adjust your investments several times a year to keep you on track?
80% of people who come to blooom acknowledge they don't periodically re-optimize their 401k or IRA.*
Times they are a-changin'...From market conditions to fund offerings, it's impossible to foresee what may impact your hard-earned savings. When you hire blooom, you can feel confident we'll optimize for you based on your time horizon to retirement instead of market hearsay.Start now