Broker Check
Private Client Login

Retirement Income

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! The kind of retirement you envision is within your reach. With sound planning, durable strategies, and implementation of appropriate investment strategies for each individual’s circumstances, our team of professionals can carefully guide you in making important decisions regarding your financial future.

We can help you navigate the numerous retirement plan options before you:

  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • 401(k) plans
  • 403 (b)(7) plans
  • Defined benefit plans
  • Defined contribution plans
  • Money purchase plans
  • Pension rollovers
  • Profit sharing plans

At Balcom Investments, we create long-term retirement strategies with the consideration that markets are susceptible to a volatile economic environment.

We offer:

  • Conservative investment planning
  • Expected long-term results
  • Time-tested strategies

Will you have enough assets to retire comfortably?  Let us help you!

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More
Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
Learn More
Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Learn More
Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
Learn More

SCHEDULE A CALL WITH CHANTAL & TEAM

Thank you!
Oops!