Alex Borgardts, CFP®, CPA/PFS Next Bloom Wealth LLC

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About Alex Borgardts, CFP®, CPA/PFS, ChFC

Next Bloom Wealth takes a team based approach to comprehensive fee only financial planning and investment management. We work collectively as a team to provide our clients with multiple perspectives and options, with the objective of helping our clients reach their goals. Our clients benefit from recommendations that are tailored by two advisors with different backgrounds, biases and ideas. We believe that two sets of ears is better than one.

We take a modified approach to planning by focusing on goals during the accumulation phase, and shifting to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate review, risk management/insurance, investment allocations, social security/medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs and we tailor our planning priorities to efficiently address our clients planning objectives.

Our services are best for those looking for a long term relationship with a financial planner that can support you through each phase of life. We manage our clients investments, meet quarterly and provide a set client service calendar to ensure we keep your living financial plan up to date.

Visit us at nextbloomwealth.com for more information.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $2500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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