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

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

More Newsletters »

Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Required Minimum Distributions

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

How Long Will Your Funds Last?

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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