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Launched out of Marshall, WI in late May, Blossom Financial announces a suite of services and conveniences for prospective clients, offering years of experience and the promise of commitment.
According to owner Traci Blossom, there is a simple yet powerful formula behind Blossom Financial that makes it unique in its market – unlike most other financial firms, Blossom Financial offers its services with the single intent of serving their customers, for a lifetime. “This could include a birth in the family,” began Ms. Blossom, “leaving a place of employment, being terminated from a place of employment, retiring, making sure you have enough money to last you during your retirement, the death of a family member, or any other life event.”
The company offers a personalized approach to private finance, tackling each client with a specialized, custom game plan that adapts to the changes a client will face in their life. Understanding that life itself is fluid, Blossom Financial is built upon a foundation of trust and communication, following in every step of a client’s life to better serve them and help maintain financial balance and freedom.
“I am there every step of the way and I help my clients achieve their financial goals through consistent face to face meetings,” said Ms. Blossom. “These meetings look at how my clients are balanced for what the market does and also make sure that they continue to be on track for their financial goals.”
Some examples of personal goals Blossom Financial can help clients achieve, are stable retirement plans, wise investment solutions, and continuous wealth management – making sure their money will grow for them, and eventually their offspring.
Personal finance is like the bud of a flower – it needs nurturing, care and expertise. It needs to be nourished and cultivated, and in time, it’ll blossom into a beautiful crown of petals. Like any good investment, one must give in order to get – and Blossom Financial is here to make sure that what is given comes back several times over, in the form of a secure education for a child, estate management, proper mortgage plans and more.
With big plans for the future, Blossom Financial has opened up to every state in the United States, with a singular, echoing mission: to help clients identify their financial hopes and dreams, and then methodically tackle these dreams to turn them into reality.
About: Blossom Financial is a Marshall, WI-based financial firm built on a firm relationship of trust and commitment between clients and advisers. With years of experience, they have recently launched to create a place for people to discover and secure their financial future. Owned by Traci Blossom, the company’s philosophy mirrors the careful growth of a flower – creating financial stability through attention, adaptation and nurture. Securities offered though LPL Financial, member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor and separate entity from LPL Financial.
Release ID: 86139