About Us

• Traci Blossom is the senior financial advisor at Blossom Financial, a family owned and operated financial consultant and investment firm based in Marshall, WI and primarily serving Dane County, WI. We also serve clients all over the US.
  
  With many years of experience and a commitment to integrity and being the best we can be, our goal is to empower you to take a proactive approach to your personal and familial finances. We help you understand the opportunities and potential rewards when you take such an approach to your and your family's financial life.
  
  As flowers blossom and grow, so too can we help you to guide your whole financial life, from retirement planning to your children's education, investment strategies to estate planning and wealth preservation.
  
  We always meet all of our clients face to face and deliver a personalized experience because your financial goals deserve the personal attention of skilled, experienced, deeply knowledgeable professionals. We've flown to our clients to meet them and will continue to do so!
  
  For you to make sound financial decisions we have a wide range of products of services for business owners, individuals and families. These include:
  
  Investment management
  Retirement strategies
  Estate conservation
  Insurance and annuity products
  401k roll over
  Long term care
  Mutual funds
  Stocks and bonds
  Income Tax
  Professional Money Management
  And more...
  
  As you see, we're a full-service financial firm. With our openness of information and desire to educate and empower, you'll be able to confidently make sound decisions to reach your goals.
  
  And as you grow we stay with you, hand in hand. Because as life changes with all its different stages we are there with you helping. Life goals change, too, and we'll stick with you to help you through that process.
  
  Just need the basics of financial management? No problem! Visit our website at BlossomFinancial.net for all your needs including easy access to market performance data.
  
  Please feel free to call us at (608) 655-8026 for a free consultation or to have any of your questions answered. You may be seeking a particular kind of product or service, and we're here to help you find the right fit!
  
  We have a step-by-step process that we walk each person through; it's very simple and transparent, and even quite fun! Once your financial goals are established in every area you desire right now, we customize our services and strategies to fit your objectives. The plan we put in place and execute is comprehensive and customized just for you.
  
  Give us a call today at (608) 655-8026 to talk with Traci Blossom, and we'll help your financial life bloom and blossom for a lifetime!