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

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Newsletters

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: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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.
Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Required Minimum Distributions

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

How much can you afford to pay for a car?
Net Worth

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

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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