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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.

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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>Emerging Market Opportunities</p>

Emerging Market Opportunities

What are your options for investing in emerging markets?
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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<p>Social Security Taxes</p>

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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