As a holistic advisor, Linda Gardner focuses on discovering what keeps you awake at night. What are your needs, goals, and hopes for retirement? Then she searches for the best solutions and helps you evaluate them. Together you’ll create a plan that’s uniquely yours and provides you with a sleep-at-night portfolio. Holding a Series 65 securities license means that she has a fiduciary responsibility toward her clients – always keeping their best interest in mind.
Linda is a member of National Ethics Association, Women’s Estate Planning Council, MDRT, American Association for Long Term Care, and Ed Slott’s Master Elite IRA Advisor Group. Linda also holds a Colorado Life and Health Insurance license.
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Investment Advisory Services offered by Linda Gardner through Brookstone Capital Management, LLC, (BCM) a SEC Registered Investment Advisory Firm. Blue Heron Capital, LLC and BCM are independent of each other.
Retirement Myths & Mistakes
Important Things to Consider Before Retirement
Thinking of retiring? There are important things to consider before taking that big step! We’ll share what you need to know before you decide to ride off into your next chapter.
Becky Ruby Swansburg
Becky is an author and the CEO of Stonewood Financial in Louisville Kentucky. With Becky’s unique background in government prior to joining Stonewood Financial, she brings incredible insight into what all of that ‘government speak’ potentially means for your financial future in retirement.
Dripping Nickels
There’s no better time than now to stop “dripping nickels!”
Planning Really Does Matter
When creating your retirement plan, are you approaching it like a space engineer designs a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, really matters!
Will Your Money Last?
The fear of outliving your savings has caused nearly half of retirees to believe that they will outlive their savings. How can you help ensure that your savings will stretch through potentially decades of retirement life? Gone are the days when a one-size-fits-all retirement plan sufficed. Now, more than ever, there's a pressing need for a retirement strategy that's not only robust but also flexible enough to help support a longer life.
Stock Market Rollercoaster
Rollercoasters might have been thrilling when you were younger, but do you really want all of your life savings on a similar ride today? And, when you’re close to or you may already be on your retirement journey, that can be an even bigger concern! Listen as we discuss this important issue!
Women & Wealth
If you’re a woman have you taken the right steps to achieve financial security throughout your lifetime? We’ll explore some steps you can take today to achieve your own financial security.
Plan in The Right Order
Planning for your retirement income may not be rocket science, but it’s certainly not a walk in the park either! Making sure you plan in the right order is just as critical as checking all the boxes, with Joel Cavaliere CFP TM
Annuity Basics
Are the investment markets getting you down? Causing you sleepless nights? Wondering where to invest? One choice to avoid market losses can be using certain kinds of annuities – but are they right for you?