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The Living Balance Sheet ®

Newly designed, internet based software, called the Living Balance Sheet ®, has been developed for our select clientele. It is the tool that not only allows our most advanced clients to create a personalized website, but also can access and display the holdings from a clients entire portfolio (i.e. made up of accounts from various institutions and broker-dealers). The system is updated each evening to allow clients to track their individual accounts, as well as their net worth each day. For more information on the Living Balance Sheet ®, please click on the links below and/or contact us.

Living Balance Sheet Introduction

Log on to the sample website created for a fictitious "Tom Armstrong", using the username "TomAr4" and the password "Living123" within the link below.

Sample Client Website

If you are an existing Living Balance Sheet user, click the link below to access your personal website.

Existing Living Balance Sheet User

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.