Disclosures

Agency Disclosure

Finance Blooms is an independent insurance agency. Licensed in California. Insurance products are subject to underwriting approval and are not available in all states. Licensing information for each advisor is available upon request.

Informational Purposes Only

This website is for informational purposes only and does not constitute an offer to buy or sell insurance, financial, tax, or legal products or services. Coordination with third-party estate, tax, or legal specialists referenced on this site does not constitute an endorsement, and Finance Blooms does not provide tax, legal, or investment advice.

Medicare Disclaimer

We do not offer every plan available in your area. Currently, we represent a select number of organizations which offer a range of products in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY: 1-877-486-2048) to get information on all of your options.

Not affiliated with or endorsed by the U.S. government or the federal Medicare program.

Retirement & Annuity Disclosures

• All projections are estimates and not guarantees.
• Withdrawals, taxes, inflation, and fees will affect your results.
• You should review your plan annually or when major life events occur.
• Annuities are long-term financial products that may include fees or surrender periods.
• Always consult with financial, tax, or legal professionals before making big decisions.

Licensing

[Full state-by-state licensing, NPN numbers, and E&O disclosures to be added prior to launch.]

Contact

Questions about these disclosures? Reach us at hello@financeblooms.com or (855) 424-5667.