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.
Have You Done Enough?
Master the Wealth Puzzle for Retirement
Retirement planning can feel like solving a complex puzzle — every move matters. When should you claim Social Security? How can you avoid triggering unnecessary taxes? What’s the smartest way to manage your retirement savings without costly missteps? Getting it right means fitting all the financial pieces together.
4 Questions That Matter Most Before You Retire
From daily routines to casual conversations, we’re used to easy answers. But planning for retirement brings questions that require deeper thought and bigger decisions.
Power of Estate Planning
Estate planning isn’t fun, however it’s vital. A little preparation now can prevent confusion, conflict, and costly mistakes later.
Listen, learn and update your plan.
Financial House
Designing your dream home? It starts with a blueprint. The same goes for your financial life! Add structure, personalize it, and build your financial house that truly fits you.
The Big Beautiful Bill: Special Guest Steven Chau, CPA
Steven is a Certified Public Accountant with more than ten years of experience helping individuals and business owners be tax-efficient through proactive planning and strategy implementation.
Helping Safeguard Your Retirement from Hidden Pitfalls
You’ve worked hard to build your nest egg. Saving alone isn’t enough. Just like a well-built home needs a solid foundation to weather any storm, your retirement plan needs the right structure to withstand market swings, rising taxes, and unexpected life changes.
Creating Dependable Retirement Income
In your working years, a steady paycheck provided peace of mind. In retirement, that sense of predictability can disappear, and is sometimes subject to market ups and downs. In this episode, we explore how to build reliable income streams, so your retirement feels less like a rollercoaster and more like smooth sailing.
The Client Experience
Some people might put off planning because they don’t know what the process is like or how hard it might be. What can potential clients expect when they come in to meet with the BHC team?
How’s Your Financial Health?
We all know the basics of physical wellness - eat well, stay active, get enough rest. But when it comes to your finances, how do you know if you're truly healthy? In this episode, we break down what financial wellness looks like and how to spot areas that may need attention - especially as you approach retirement.