Mitchell Bloom

Bloom Financial, LLC

303-430-0035

Mitchell Bloom is President of Bloom Financial, LLC, a Registered Investment Advisor. Mitch is a sworn fiduciary and provides personalized investment and financial plans.

Mitch is passionate about teaching finance and is a Certified Financial Education Instructor. He has instructed thousands of students. He loves to teach about tax mitigation, retirement income planning, and asset protection. His courses deliver important actionable details.

At the age of 12, Mitch started working in the restaurant industry and is a classically trained pro chef. He graduated from the prestigious Culinary Institute of America in New York. In the mid-1980s, Mitch became the successor trustee of his family’s estate. His appointment prompted a career change to finance. Since 1988, he has advised hundreds of clients.

Mitch is the author of “The 8 Biggest 401(k) Mistakes and How to Avoid Them.” He has been quoted in several publications. Some of them include Forbes, US News and World Report, Market Watch, and Business Insider.

Mitch offers virtual planning services and works with a wide range of clients. His clients include successful executives, business owners, retirees, and high net-worth families. A large percentage are high-achieving women.

One of his concerns is that most Americans are not financially prepared. Life can present critical events. These may include retirement, marriage, death or divorce, an inheritance, loss of work, or the sale of a business. Mitch has no minimums. He believes everyone deserves professional advice regardless of age, background, or assets.

He is driven to help his clients become liberated from financial anxiety and stress. His main purpose is to help clients reach their goals and dreams.

The firm’s investment portfolios combine over 11,000 securities from as many as 43 countries. These portfolios capture the power of global markets. Clients have the option to choose Socially responsible portfolios. These funds serve the values and needs for people of faith, charities, and foundations.

Bloom Financial is independent and does not create any proprietary investment products. Money is never invested with Bloom Financial. All clients are directly invested with Fidelity, Charles Schwab, Betterment, or TD/Ameritrade.

Mitch is a loving husband and the proud father of two children. Mitch is an avid snow skier. He loves music, making smoothies, guacamole, and cooking for client events.

Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.

For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.

Request for Analysis

Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.

Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.

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Step 1 of 3

CAPTCHA

Step 1

Name*

Age*

Marital Status*

Spouse's Name*

Spouse's Age*

Primary Phone (MUST be seller's #)*

Cell Phone

Email Address (MUST be seller's email)*

Step 3

Type of asset to sell*

Name/Description of asset being sold*

Additional asset/transaction information

How many years have you owned the asset?*

If less than a year, use a decimal.

Sale structure*

How is the asset owned?*

EXACT name of entity that owns asset*

Include LLC or Inc.

Your ownership share percentage*

Would other owners be interested in learning more about the DST?

Yes

State asset is located in*

Status of asset sale*

Expected gross asset sale price*

Debt to be repaid at closing

Expected selling expenses

Cost basis

Original purchase price + improvements.

Amount of straight line depreciation taken, if applicable

Sect 1250 depreciation, not deferring depreciation in excess of straight line.

Cash retained by seller at closing*

This is the amount the seller will retain and pay tax on, which will not go into the DST.

Expected excess depreciation recapture on sale of personal property/equipment (section 1245 property), if applicable/known

Estimated closing date*

Selling a highly appreciated asset?

Discover how you can defer capital gains and depreciation recapture taxes through the Deferred Sales Trust, an alternate to a 1031 Exchange that can protect your estate.

Mitchell Bloom

For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.

Request for Analysis

Step 1

Step 2

Step 3

Selling a highly appreciated asset?

Discover how you can defer capital gains and depreciation recapture taxes through the Deferred Sales Trust, an alternate to a 1031 Exchange that can protect your estate.

Mitchell Bloom

For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.

Request for Analysis

Step 1

Step 2

Step 3

Schedule a call to learn more about the DST.