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

Financial wellness for everyone: Whole life insurance

Financial wellness for everyone: Whole life insurance

Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Tips for managing money you earned on social media

Tips for managing money you earned on social media

Learn ways to protect and grow the money you’ve made on social media

 

Common paycheck deductions and withholdings

Here’s a brief guide to the common deductions and withholdings you see each payday

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Is financial stress undermining your well-being?

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

View all articles arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Do You Need a Will?

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Rightsizing for Retirement

What does your home really cost?

Making Your Tax Bracket Work

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

View all videos arrow