Your 360° Roadmap to Financial Freedom

No matter where you are on your financial journey, Bedrock Asset Management can work with you to take the next step toward your goals. While no two clients are alike, we can help: 

WHO WE SERVE

Here for Our Valued Clients

Pre- and Post-Retirees

Transitioning from your working years to retirement can cause anxiety about outliving resources and relying on a fixed income. Together, we put together a retirement income plan to help strategically draw down assets, pensions, Social Security and shore up income gaps with insurance and annuities. 

Individuals and Families

Mid-career individuals and families often feel overwhelmed by work and home duties, leading them to prioritize "living in the moment" over saving for retirement. We help find a balance with a plan to pay off debt, save for college, and prioritizing retirement savings through budgeting, investments and insurance. 

Suddenly Singles

Whether widowed or divorced, becoming “suddenly single” is often a jarring experience—emotionally and financially. With the strategic use of insurance, savings, and investment accounts, we help you manage your finances and navigate this chapter of your life with confidence. 

In the world of personal finance, being prepared and informed is important, yet many women aren’t prepared for unexpected financial events. Years of advising have shown the stark consequences of stepping back from financial decisions—especially for women. This insight birthed the transformative Suddenly Single Workshop.

The Suddenly Single Workshop is a 6-week course that is offered 3 times per year. It aims to address the vulnerability many women face in crisis by providing a supportive space for women from all walks of life, including those newly single, widowed, or facing financial uncertainty within their marriage.

This workshop offers not just a chance for learning and empowerment, but also a community of support, where questions are encouraged, and experiences shared.

Empowerment Through Knowledge: Financial Planning Workshops for Women

Our Services

A 360° view of your finances with strategies to reach your goals.

Bedrock Asset Management offers a holistic array of services designed to give you a 360-degree view of your financial life. All services are customized to the individual needs of each client but can include:

Financial Planning

Financial planning takes a holistic view of your overall financial situation to identify goals and obstacles and then develop an action plan. Let’s put a plan in place so you can achieve your goals.

Investment Strategies

If you have saved some assets, you likely want growth over time. Explore the various investments available and find the right mix that supports your situation and goals.

Tax Minimization Strategies

Taxes can feel overwhelming and complicated. Many people just pay their tax bill and move on. Explore ways to save on taxes by looking ahead instead of looking backwards.

Insurance Planning

Insurance can help hedge against risk in an overall financial plan. It can help provide a financial stability after passing or create an additional income stream in retirement. 

Retirement Income Planning

How will you fund your retirement? Defined Benefit Pensions, retirement accounts, Social Security, and other income sources are often part of the mix. Create a plan to strategically draw down assets to support you.

Legacy Planning Strategies

The unexpected can happen. It's prudent to be prepared for what happens to your estate and legacy after passing. Your beneficiaries will appreciate proactive attention to these details.

Financial Coaching

Need some extra encouragement, motivation, and guidance when managing your financial life? Coaching can help with awareness, behavior modification, and decision-making skills.

All Services

Not sure what financial services you need but know you could use a review? Check out our holistic array of services and then set up a time to meet with us for a complimentary appointment.

Hi, I'm Linda.

“Many people feel frantic, worried, and uncertain about financial decisions. You, your aspirations, and your goals are our focus, not ‘beating the market.’ I strive to offer clients an easy-to-understand financial plan to help them reach their retirement goals. I want to help you take action and keep you accountable. Ultimately, my goal for each client is to improve confidence, clarity, and stability in their financial affairs."

Linda Stubblefield

Author, CFP® & President,

Bedrock Asset Management

Resources

Resources to help you get started (and stay ahead)

5 Essential Strategies to Help Ensure Financial Success in Retirement

Feeling insecure about how you will draw down your assets in retirement and make sure it lasts a lifetime? Download our guide to learn about the top five ways you can take action to tame your concerns, assess your situation and begin a comprehensive planning process.

Understanding RMD Options: The Key to More Money, Less Stress in Retirement

If you have money in retirement accounts, there will come a day when you must begin taking Required Minimum Distributions. It’s important to be mindful of the rules, timing and your overall options. Download our guide to get the facts and begin planning your RMD strategy.

Understanding Sequence of Returns Risk to Avoid Common Retirement Pitfalls

When it comes to retirement, getting the “timing” right can greatly impact the amount of money you have in retirement and how long it lasts. Sequence of Returns risk happens when there is a market downturn early in retirement, making it difficult to recover the losses.

You were put on this earth with a purpose.
Our purpose is to help you accomplish those things with clarity, purpose and peace.