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WELCOME TO BALCOM INVESTMENTS in KIRKLAND, WASHINGTON

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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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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