Referral Philosophy


We truly enjoy working with our clients. We are most appreciative of referrals to like minded family members, friends, co-workers or for neighbors, or other connections. We promise to give the same level of attention and personal service to every referral. At Blossom, we are particularly adept at guiding people through the following life-changing events:


Selling a company


Diversifying a concentrated position


Planning for retirement


Looking to reduce taxes


Receiving a gift or inheritance


Administering a trust or estate


 


Getting married


Starting a family


Dealing with divorce


Saving for a child’s education


Changing jobs


Running a small business