PRIVATE APPLICATION FOR BLOOM FINANCIAL

With only a small number of qualified advisors able to discuss the Sovereign Wealth Method, slots for this year are filling up quickly.

All applications are reviewed personally and thank you for your interest in working with Bloom Financial.

Please note that submission does not guarantee acceptance or engagement

Did you watch the complete presentation before starting this application? *

Yes

No

First Name *

Last Name *

Are you a US Citizen or Permanent Resident? *

Yes

No

Thank you for sharing, now let’s talk about your vision…

What's your biggest priority with your investments right now? *

I'm worried about what a major market drop would do to my retirement timeline. I need growth, but I can't afford to lose principal right when I'm about to stop working

I want more predictable, defined outcomes. I'm tired of just hoping the market cooperates and want to know what I'm getting on both the upside and downside

I've built my wealth, now I need it to generate reliable lifetime income I can actually live off without depleting what I've saved

Too much of my money is being lost to taxes… I know there are strategies I'm missing and I want someone to look at my whole picture

I feel like my advisor gives everyone the same plan. I want a customized strategy built around my specific retirement date, income needs, and situation

I want to retire on my terms and timeline, but I'm not fully confident my current plan gets me there

Other (please specify below)

Other

Let’s look at how you generate income

Are you currently retired or semi-retired? *

(If Still Working Or Semi-Retired) What is your primary source of active income?

Do you currently have someone managing your wealth? *

Yes

No, I manage it myself

Sort of - I have accounts at different places but no real strategy

(If Yes) Who manages your wealth?

Do you have any of the following? *

More than $10M of income generating real estate

Significant ownership in a business with more than $5M of annual revenue

More than $500K a year in retained earnings from private business ownership

Over $3M in financial assets (401K, Roth IRA, Stocks, Bonds, Private Equity, cash or cash equivalents)

None of the above

GOOD NEWS!

Thank you for sharing this information. Based on your answers so far, it makes sense to explore working with us further, without looking at other dimensions of your financial profile.

Would you prefer to give us more information now to have a more efficient first meeting, or a condensed faster intake? *

Next step (short on time)

More efficient intake intake (have some time now)

REAL ESTATE INVESTMENTS

Do you own real estate? *

Yes

No

Do you own the home where you live? *

Yes

No

Do you own investment properties? *

Yes

No

What is the approximate total value of your real estate portfolio? (Not including your primary residence)

What is the approximate annual income from your real estate investments? (Rental income, not including appreciation)

Are you looking to diversify out of real estate into more liquid investments?

LOCATION & CONTACT

What state do you live in? *

What is your best email address? *

What is your best phone number for us to contact you? *

By checking this box, I consent to receive non-marketing text messages from Bloom Financial about appointments, scheduling, etc. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others.from Bloom Financial at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

What is your current occupation? (If you're a business owner, please enter the name of your main business) *

Privacy Policy

PRIVATE APPLICATION FOR BLOOM FINANCIAL

With only a small number of qualified advisors able to discuss the Sovereign Wealth Method, slots for this year are filling up quickly.

All applications are reviewed personally and thank you for your interest in working with Bloom Financial.

Please note that submission does not guarantee acceptance or engagement

Are you committed to showing up for the call at the date and time you select? *

Yes

No

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

Osaic Form CRS

This communication is strictly intended for individuals residing in the states of FL, GA, IA, IL, IN, MI, NE, NY, OH, TN, VA, 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.

PRIVATE APPLICATION FOR BLOOM FINANCIAL

With only a small number of qualified advisors able to discuss the Sovereign Wealth Method, slots for this year are filling up quickly.

All applications are reviewed personally and thank you for your interest in working with Bloom Financial.

Please note that submission does not guarantee acceptance or engagement

The Sovereign Wealth Method is right for you depending on things like your age, family, income, assets—and most importantly, your goals.

Thank you for sharing, now let’s talk about your vision…

Let’s look at how you generate income

GOOD NEWS!

BUSINESS OWNERSHIP

Business Details

REAL ESTATE INVESTMENTS

CURRENT FINANCIAL POSITION

LOCATION & CONTACT

PRIVATE APPLICATION FOR BLOOM FINANCIAL

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

Osaic Form CRS

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

Check the background of this financial professional on FINRA's BrokerCheck

PRIVATE APPLICATION FOR BLOOM FINANCIAL

With only a small number of qualified advisors able to discuss the Sovereign Wealth Method, slots for this year are filling up quickly.

All applications are reviewed personally and thank you for your interest in working with Bloom Financial. Please note that submission does not guarantee acceptance or engagement

The Sovereign Wealth Method is right for you depending on things like your age, family, income, assets—and most importantly, your goals.

Thank you for sharing, now let’s talk about your vision…

Let’s look at how you generate income

GOOD NEWS!

BUSINESS OWNERSHIP

Business Details

REAL ESTATE INVESTMENTS

CURRENT FINANCIAL POSITION

LOCATION & CONTACT

PRIVATE APPLICATION FOR BLOOM FINANCIAL

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

Osaic Form CRS

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

Check the background of this financial professional on FINRA's BrokerCheck

All applications are reviewed personally and thank you for your interest in working with Bloom Financial.

Please note that submission does not guarantee acceptance or engagement