At Blue Heron Capital, we believe in helping people plan to live their best retirement. We offer a blend of solutions to create comprehensive retirement plans for our clients, including income planning, tax planning, investments, Roth conversions, what to do with other employer accounts, estate planning, and more. All this is done with a high level of professionalism and a fiduciary-focused approach, meaning we keep your best interests in mind.
Below is a list of services and questions we help clients answer daily:
The Blue Heron team members have been amazing in helping my family first set up a living will and family trust. Then in helping us to make wise financial decisions so we can enjoy a secure future when we retire. They have been there every step of the way and are always available to us should we have any financial questions or concerns. Thank you so much Blue Heron! We think you all are amazing people, and we appreciate you!
P.C.
Client
My mother and I met with Linda and Zach, and they were so kind and understanding to us. It takes some courage to be vulnerable and open up your financial information to someone new, but they handled our questions and concerns with the utmost care and treated us with so much dignity and concern. In just two meetings, we were able to make significant changes and updates to our financial plans. Their advice was so helpful, and we would highly recommend Blue Heron Capital to anyone trying to make wise and conservative investments.
N.M.
Client
I’ve been working with the Blue Heron team for over 3 years and couldn’t be more pleased. They have provided solid guidance and recommendations all along. A very knowledgeable group but approachable and extremely personable. I feel they really care about their clients as individuals and not just clients. I would highly recommend Blue Heron Capital.
D. E.
Client
About two years ago, I was dealing with an investment firm that I felt wasn’t taking care of my needs. I listened to Linda‘s radio show on Saturday morning and decided to give them a call. I arranged a meeting with Linda and Joel to visit about what they could do for me. We met for an hour and went over a number of things. Linda and Joel came up with a great retirement plan for me. I switched everything over to Blue Heron Capital. Linda and Joel have been amazing to work with!!
M. B.
Client
I contacted Blue Heron when we retired and moved to Colorado three years ago. My experience with both Linda and Joel has been extremely helpful to the transition regarding both setting up income stream options as well as updating our will and living trust in a new state. I would highly recommend Blue Heron.
R. N.
Client
Absolutely amazing team at Blue Heron Capital. We have worked with them for many years. They are extremely knowledgeable and have guided us well with our finances and planning for retirement.
L.Y.
Client
We have been working with Blue Heron Capital since 2018 and couldn’t be happier with our decision to have them as our financial advisors. Every member of the staff, from top to bottom, are knowledgeable, trustworthy, dedicated to our financial well-being, and simply great people to know and work with. Our questions are answered with patience and delivered in a way that we can understand. We rely on their guidance and understanding of our situation and needs. They’re always prompt to reply to our emails and make us feel like we’re their most important clients.
D. L.
Client
Blue Heron is Awesome. The advisors are so helpful, they understand our lifestyle and finances and have made a positive impact on our retirement planning. They are trustworthy and a lot of fun when we meet! Recommend them to anyone who wants a great experience and retirement peace of mind!
V. R.
Client
I have been a client of Blue Heron for five years. I have always been treated with respect, and Linda and her team have always been very responsive to any question or concern I have had. She treats me like a friend and not just a client. I would highly recommend Blue Heron Capital.
K. P.
Client
This team, Linda, Carl, Joel, Angie, and Angela take care of us at every turn. They are the nicest people and so smart. We feel so taken care of by their guidance and passion for what they do.
B. W.
Client
I have worked with Blue Heron Capital for 15 years, and I have been extremely satisfied with all the guidance and recommendations offered by Linda Gardner and colleagues.
S. W.
Client
Great customer service, long-time customer, trustworthy and ethical. Highly recommend.
J. M.
Client
I spoke with Joel about my retirement, and he was very informative, helpful, and kind.
R. B.
Client
Had a great conversation with Joel Cavaliere recently. I had a few questions I needed answered and while I'm not one of their clients, he was more than happy to spend the time and answer my questions in a detailed manner that I could understand.
S. C.
Client
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It 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 advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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