The Bloomfield Group

Welcome to The Bloomfield Group website. My company believes that good financial decisions don't have to be confusing. We strive to provide simple solutions to complex problems: helpful techniques that can help you grow your assests and help achieve more of your financial goals. We focus in working with business owners, executives and professionals in the areas of Succession Planning, Executive Benefits, Estate Conservation and Retirement Income Solutions Planning.

At The Bloomfield Group we know that time is your most valuable asset. We believe that our clients value the principles based approach that we apply in helping ensure that we address your priorities efficiently and give you peace of mind.

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at or call (508) 362 4279