.png)
Phone:
- (410) 295-9220
Fax:
- (410) 295-9224
Create Your Investment Plan
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives.
Start HereJoin Our Weekly Commentary Email
Receive important news from Blue Heron, along with relevant content for your week with our email newsletter.
Sign Up NowLPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
Account View LoginNewsletters
-
HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
-
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
-
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
-
Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.