Skip to main content
menu
941-375-2420
  • Home
  • About
    • Our Team
    • Our Process
    • Our Philosophy
  • Services
    • Retirement Planning
    • Investment Planning
    • Estate Planning
  • Resources
    • Financial Calculators
    • Useful Links
    • Video Library
  • Blog
  • Guided Wealth Portfolios
  • Contact
  • Client Login
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

New Blog Every Friday

Marshall Robinson | Apr 15, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Marshall Robinson | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Marshall Robinson | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Marshall Robinson | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Marshall Robinson | Feb 17, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Marshall Robinson | Feb 8, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Marshall Robinson | Jan 14, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
Read More
Marshall Robinson | Jan 7, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
Marshall Robinson | Dec 31, 2021

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
Read More
Marshall Robinson | Dec 24, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
Marshall Robinson | Dec 17, 2021

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
Read More
default blog image
Marshall Robinson | Dec 10, 2021

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Locations

Punta Gorda Office
201 W. Marion Ave, Suite 1303
Punta Gorda , FL 33950
 

Contact Info

marshall.robinson@lpl.com

     

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  CA, CO, CT, DE, FL, IL, IN, KS, LA, MA, ME, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WI.

© 2022 Bedrock Asset Management All rights reserved.