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

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
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.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

More Newsletters »

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Required Minimum Distributions

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

How much life insurance would you need to produce a sufficient income stream for your family?
Lease Payment

How much would your monthly lease payment be?

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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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