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

How Boomers and Millennials Differ

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Why annuities are in demand

Why annuities are in demand

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

Ways to turn spending into savings

Ways to turn spending into savings

Try these simple steps to transform from being a spender to a saver

 

Do you speak finance? The acronyms you should know

The more financial terms you understand, the easier it can be to make smart financial decisions.

Credit Card Debt

We share tips to manage high-interest credit

Couples: How to choose between 2 insurance plans

Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.

Are you and your partner trapped by the money taboo?

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

Why each spouse needs life insurance

How to help make sure your family is covered financially should something happen to either spouse

Key Considerations When Designing a Retirement Plan

For many business owners today, retirement planning is important for both their own and their employees’ financial future

View all articles arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

View all videos arrow