Investment Planning

Whether your investment strategy is conservative or aggressive, we offer appropriate solutions to supplement that approach. Bloomfield Investment Group can help create an investment strategy that is custom-tailored to align with your risk tolerance, time horizon, and financial goals. We provide...
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Education Planning

As the costs of college tuition continues to increase, it is never too early to start saving for future higher education expenses. A 529 plan is a tax-advantaged investment that simplifies saving for college or other post-secondary training for a designated beneficiary, such as a child or grandchild...
 

Estate Planning

Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are...
 

Risk Management and Insurance Planning

Bloomfield Investment Group understands that risk management and insurance planning are a significant component of a successful financial plan. Participating in an insurance plan can help to protect your dependents and business interests from financial hardship and give you peace of mind during an...
  • Who will I be working with?

    You may be working with only one advisor or a team of advisors. Ask who you’ll be in touch with on an ongoing basis and if your advisor works with any other professionals, such as insurance agents and attorneys.

  • What services do you provide clients?

    The services that a financial advisor can offer are determined by the expertise they have and any licenses or credentials they hold. Make sure the services your financial advisor offers align with your needs and aren’t one-dimensional (i.e. only sells insurance products).

    1. Long-term investing strategy
    2. Weigh the pros and cons of different account types
    3. Pick mutual funds
    4. Rebalance your investing portfolio
    5. Set savings benchmarks to help you reach your long-term goals.
    6. Comprehensive financial planning around retirement, insurance, estate planning and tax planning
       
  • Are you a fiduciary?

    A fiduciary is a person who has to place the client’s interest ahead of his or her own. Fiduciaries must also disclose what their fees are, how they’re compensated and any other conflicts or potential conflicts of interest that might influence an individual's decision to use their services. In contrast, non-fiduciary financial advisors might receive a commission in exchange for selling you a particular investment that isn’t the best for you – and not tell you how they’ve profited from it.

    We are conscientious of fees, stated goals, risk, and suitability.