Broker Check

                                                       Lee Derrick                         1831 Forest Drive, Suite K

Steve Derrick                      Annapolis, MD 21401          

Chris Gill                                (410) 263-9708                        

                                                  

Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

For You

 

Transform your financial perspective. See the big picture for real, with The Living Balance Sheet® 

Learn More

For Your Family

 

Protect the ones you love financially. Keep your family safe, no matter what the future brings.

Learn More

For Your Business

 

Build a great business. Protect it and take good care of the people who help it thrive. Including you.

Learn More

Helpful Content

Retirement, redefined: When work becomes optional

Retirement, redefined: When work becomes optional

Retirement is evolving into something more flexible, more personal, and more intentional.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Insurance after a divorce

Insurance after a divorce

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

The connection between gratitude and money

Gratitude may play a part in the relationship between mental and financial wellness

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

6 pros and cons of starting your own business

Consider the pros and cons of starting a business before taking the leap into self-employment.

5 money moves to make before year’s end

By carving out a little time now, you can enter the new year more confident about your financial path forward

View all articles arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow