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WELCOME TO BALCOM INVESTMENTS

Today’s volatile environment requires the services of trustworthy financial professionals whose experience and investment knowledge can help guide you towards an independent financial future. By proactively building, preserving, and managing your wealth, we create a lifelong commitment to you and your family.

Ready for the next step? We can help.

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Over the last 25 years, we have helped thousands of qualified investors across 17 different states retire.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Portfolio Management

Portfolio Management

Our financial planning service coordinates our investment management process with  clients’ short and long-term objectives, their risk exposures and estate plans.

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Investments

Investments

Today’s world is filled with confusion about a multitude of investment choices and money management programs. Building a successful portfolio begins with your decision to work closely with an investment professional who will help you pursue your financial goals.

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Retirement

Retirement

Whether you’re 30 days away from retiring or 30 years, the most important thing you can do is start planning for your retirement today! We can carefully guide you in making important decisions regarding your financial future.

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Estate

Estate

No two estate plans are alike, just as no two families are alike. We take the time to understand your individual circumstances and financial objectives, so that each of our plans is unique to your family’s circumstances. We help you preserve, empower, and perpetuate your assets for the benefit of future generations.

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<p>Is Term Life Insurance for You?</p>

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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<p>What You Should Do About Insurance Following a Divorce</p>

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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