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Blue Heron Capital LLC
Linda L. Gardner is the co-founder of Blue Heron Capital LLC and an Independent Investment Adviser Representative. She hosts a weekly radio show: Your Money Your Retirement®. Her focus is on comprehensive retirement planning. Investment advisory services offered through Brookstone Capital Management LLC, (BCM) a Registered Investment Adviser. Blue Heron Capital LLC and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Gathering up all the information you need to hammer out a solid plan for your future is tedious, but it will ease your mind. Here are eight questions to consider.
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