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

A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Marshall Robinson | Nov 24, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
Man reading newspaper next to laptop and phone
Marshall Robinson | Nov 17, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Professionally dressed man and woman looking at a tablet
Marshall Robinson | Nov 10, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Parents holding their child's hands. The child is jumping
Marshall Robinson | Nov 3, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Couple walking in a field with the ocean in the background
Marshall Robinson | Oct 27, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Two men sitting at a table and having a conversation
Marshall Robinson | Oct 20, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Set of keys beside miniature house
Marshall Robinson | Oct 13, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Man in a graduation cap and gown
Marshall Robinson | Oct 6, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
Business page of a newspaper
Marshall Robinson | Sep 29, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Toddler standing at the bottom of a stone staircase
Marshall Robinson | Sep 22, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Grandmother with child
Marshall Robinson | Sep 15, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Ten key accounting calculator on a soft yellow desk
Marshall Robinson | Sep 8, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • 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.

LPL Financial Form CRS

© 2025 Bedrock Asset Management All rights reserved.