Additional Services
In addition to our flagship tax, financial, and estate planning service, Bloomwood offers the following a la carte services. Satisfaction guaranteed. Cancel at any time.
Average Fee of 0.65% of Plan Assets Annually. Guaranteed Simpler, Higher Value Plan. Outsource all plan liability. Unlimited access to our senior financial planner(s) for participants to discuss ANYTHING. And much more...
$1,000 to $30,000 depending on complexity. A one-time, condensed version of the client service calendar found on the home page designed for a client to execute on their own.
0.25% to 0.75% of assets under management depending on complexity, desired return, and hedging needs.
$1,500 to $10,000/mo. depending on complexity. Like having an expert board of directors helping you achieve your business goals. In-the-trenches, roll up our sleeves tactics and help when you need it. Common for us to "walk the factory floor" and engage at a very granular level. We help you skate to where the puck is going.
Bloomwood has deep ties with Corporate Finance Associates and can facilitate most middle-market ($2MM+ EBITDA) business buy, sell, and financing assignments.
$350 - $1,000/hr. depending on complexity. We create a friendly environment to explore: What money means to each family member. Questions and feelings regarding inheritance. How to set yourself up for financial success at a young age. Questions and feelings regarding legacy and expectations. And much more....