Blue Heron Financial Group .

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1410 Forest Drive, Suite 30, Clock Tower Place Annapolis, MD 21403

Phone:

(410) 295-9220

Fax:

(410) 295-9224

LPL Account View

Access your secure online client portal to view investment account information on your computer, tablet or smartphone.

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Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

More Newsletters »

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators »

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northrop Grumman Credit Union and Blue Heron Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Blue Heron Financial Group, and may also be employees of Northrop Grumman Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northrop Grumman Credit Union or Blue Heron Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NY, OH, PA, PR, RI, SC, TX, UT, VA, WA, WI

Working With a Financial Professional Associated with a Financial Institution

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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