Our Services

At Opti Bloom, we work with you irrespective of whether you are just starting to save for the future or you are already progressing in that goal. We will review your current situation, understand your goals and provide recommendations on the appropriate investment strategy.

As first step, we look at your insurance needs and review your existing coverages. Since we are fee only fiduciary, our review and advice are unbiased. We will make recommendation and help you chose. At Opti Bloom we do not sell any insurance products, so we do not have any vested interest in what we recommend.

Opti Bloom will help you build and implement a sound plan to fund the education of your children through appropriate 529 plans.

Opti Bloom will work with you on this most important goal. We will help you plan and save towards your retirement. If you are near retirement, we will help you manage investment risks based on your needs. We will also help you draw a strategy on withdrawal for your retirement needs.