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Our Services

Derrick Financial Group provides comprehensive financial planning services to individuals and businesses in our community. The outline below summarizes the areas in which we work.

PERSONAL	BUSINESS
Disability Insurance*	Employee Benefits
Health Insurance**	Business Succession
Long Term Care Insurance	Key Person Plans
Life Insurance	Group Annuities
Annuities	401(k)s & Roth 401(k)s
IRAs & Roth IRAs	SIMPLE's & SEP's
401(k) Rollovers	Defined Benefit Plans
529 Plans	412e(3) Plans
Brokerage Accounts	Mutual Funds
Mutual Funds	Deferred Compensation
Managed Accounts
REITs
Tax Shelters

*Disability Income insurance is underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.

**Not Underwritten by Guardian.

Charles Richard Derrick, Registered Representatives of Park Avenue Securities, LLC (PAS). Securities products and services are offered through PAS, 954 Ridgebrook Road, Suite 300, Sparks, Md. 21152, 410-828-5400. Field Representatives, The Guardian Life Insurance Company of America, New York, New York. PAS is an indirect, wholly-owned subsidiary of Guardian. Derrick Financial Group is not an affiliate or subsidiary of PAS or Guardian.

Stephen Lee Derrick and Charles Lee Derrick, Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 954 Ridgebrook Road, Suite 300, Sparks, Md. 21152, 410-828-5400. Field Representatives, The Guardian Life Insurance Company of America, New York, New York. PAS is an indirect, wholly-owned subsidiary of Guardian. Derrick Financial Group is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.

The information on this site is intended for the residents of AZ, DC, DE, GA, ID, KY, MA, MD, ME, NC, PA, SC, and VA. The financial representatives of Derrick Financial Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Lee Derrick at 800-811-8915.

Registered Representatives securities licensed in AZ, DC, GA, ID, KY, MA, MD, ME, NC, PA, SC, and VA. This website is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

The Living Balance Sheet ® is a registered trademark of The Guardian Life Insurance Company, New York, NY.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.