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Rick Bloom
Rick Bloom
Strategies For Wealth Financial Representative
http://rickbloomfinancial.com 914-288-8929

Understanding every aspect of personal finance can be daunting.  From investments to retirement to insurance, decisions can be overwhelming.

Whether you have significant assets to manage - or if you are just starting out - we have the tools and background to provide the services that may fit your needs.

Let's connect!

Why you need a financial QB asap

Lifestyle Read Time: 2 min

It’s the opening drive of the big game and your team has good field position. Your top running back (CPA) is ready to go. Your talented receivers (bankers and insurance brokers) are lined up. Your high-priced offensive linemen (lawyers) are in their stance.

But no one’s moving!

Without a quarterback, there may be no one to call the play, set the offense, put players in motion. NOTHING HAPPENS – on the field and in your finances. And imagine if a pro football owner tried to be both the owner and the quarterback . . .  

A financial QB is someone who understands your life and your finances. They’re able to communicate well with your entire financial team, as well as you, your spouse and other family members. Good financial professionals:

  • Understand investing, but also estate planning strategies and tax implications.
  • Don’t replace the CPA, estate planning attorney or other advisors, but rather facilitate communication among them and the team owner (you).
  • Ensure everyone understands every play, so no one goes rogue.

What else can a QB do for you?

Define what winning looks like for you

There’s no well-lit scoreboard in real life. What’s your win? Retiring early? Passing on a legacy, or a business? Reducing your taxes? Increasing your cash flow? Giving to charity? All of the above? A Financial Professional can help all your “players” get in the right positions to win for you.

Help build a dynasty

A Financial Professional works with the next generation in the owner’s box, too. They’ll help your heirs understand and execute your game plan, avoid costly mistakes, and gain more clarity on that it takes to win in the long term.

Disclosures:

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Pub12305 

2023-163481 Exp. 10/25 *Pre-approved content*

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