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Columbia TN Courthouse

Berrie B. Coble CPRS®, CRC®

Owner and Advisor

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Financial Planning and Advisory Services in Middle TN

"To Plant a garden is to believe in tomorrow." ~Audrey Hepburn

Are you ready to see your financial future bloom?

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Berrie B. Coble CPRS®, CRC®

"I help my clients face the future with Anticipation rather than Apprehension!"

Check out my background on FINRA’s BrokerCheck.

When looking for a financial advisor to partner with to build your future, you want someone who cares about your journey, and can meet your where you are, right now. I'm Berrie Beth Coble, an independent advisor and financial planner. I help young investors, entrepreneurs, small business owners, retirees, and women in transition. As a community-based, relationship-driven advisor, I desire to get to know each of my clients and potential clients, learning not only about your financial needs, but also learning about your values and interests, and hearing your stories. I am myself a business owner, a wife, a mom, a daughter, and an active member of my community, so when I am assessing your financial needs, I can provide insight from my own experiences. I take a holistic approach to financial planning and will walk with you through whatever challenges arise. Just a few examples of specific ways I work with clients of Bloom include household budgeting assistance, talking through workplace retirement accounts and insurance benefits, income planning for special circumstances (i.e. divorce, maternity leave, adoption, care for a special needs dependent or spouse, etc), estate planning, small business planning, and hands on investment management.

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How can I help?

At Bloom Financial Planning, we are commited to providing professional planning and advisory services, with a personal touch. We provide a safe and supportive environment to openly and honestly discuss a variety of financial considerations. 

Facing the future with ANTICIPATION...

Each person's financial goals and values are as unique as they are themselves. There is no "one size fits all" for financial planning or investment options. At Bloom, we want to learn about what is important to you and help you design an individualized plan for your financial future. Our business is built on foundational relationships and open, honest, and trusting communication. This allows us to provide the best service possible, no matter where you are at in your journey. 

Financial Planning

  • Needs Analysis

  • Financial Plan Creation

  • Estate Planning

  • and Tax Review

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Business Planning

  • Retirement Plan Consulting &
    Management 

  • Succession Planning

  • Buy/Sell Agreements

  • Benefits Review

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Divorce Planning

  • Asset Analysis

  • Income Planning

  • MDA Review and Consulting

  • Tax Review

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Investment Management

  • Assessing Risk Tolerance

  • Portfolio Design

  • Asset Allocation

  • Ongoing Monitoring

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Risk Management

  • Stress Testing

  • Evaluate Insurance
    Coverage

  • Long Term Care Insurance

  • Life Insurance

  • Key Man Insurance

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