Lesbian & Gay Financial Planning - Woody's Corner

Specialists in helping members of the GLBT community prepare for their future and protect themselves from the financial pitfalls many unmarried
couples face.

Partnership Wealth Management
Woody Derricks
1819 Thames St
Baltimore, MD 21224
Phone: 410-732-2633 or 877-807-2633
Web Site: http://www.partnershipwealthmanagement.com/
Email: woody.derricks@lpl.com

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Description

We specialize in helping Gay and Lesbian couples pursue their financial planning objectives. Our knowledge of the special needs that our clients possess helps us create an estate plan that takes their relationship into consideration, develop a proper asset allocation for their investments, assess their insurance needs, and evaluate their retirement strategies.

We also specialize in helping our clients make the best decisions with their pension plans. While most have estimated their pension income, few truly understand the benefits and consequences of the options available to them.

Woody Derricks has been writing articles on financial planning for gays and lesbians for several regional newspapers as well as Equality Maryland’s newsletter. Additionally, he was a guest speaker on GLBT financial issues at the national conference for the American Psychological Association. He has also conducted workshops on financial planning concerns for gays and lesbians at AOL, Fannie Mae, AT&T, IBM, Lucent, Booz Allen Hamilton, Lockheed Martin, Accenture, the University of Maryland, Verizon, as well as various federal agencies and advocacy groups.

Woody is a member of the National Gay and Lesbian Chamber of Commerce (Bronze Pioneer), a Partners member of HRC, Equality Maryland, the Sierra Club, the University of Maryland Alumni Association, the Greater Baltimore Board of Realtors, Pride Planners, the Alexandria Gay and Lesbian Community Association, and the ASPCA.

Securities and financial planning offered through Linsco/Private Ledger, Member FINRA/SIPC.

Woody is registered to discuss/transact securities business with residents
of the following states: Alaska, California, Connecticut, Florida, Delaware,
District of Columbia, Maryland, New Jersey, New York, Pennsylvania, Rhode
Island, Vermont, and Virginia.

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Additional Information

Phone: 410-732-2633

Web Site: http://www.partnershipwealthmanagement.com/

Email: woody.derricks@lpl.com

Fax: 410-732-2634

Category: Business Services

Region: Maryland

Ad Posted: 4/21/2009 5:51:44 PM

Ad Viewed: 2139 times

Advertiser

Partnership Wealth Management
Woody Derricks
1819 Thames St
Baltimore, MD 21231
410-732-2633
woody.derricks@lpl.com
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