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Privacy Policy


Balkcom Associates Inc. makes no representation as to the completeness or accuracy of any information provided at any sites linked to from this site. Nor is the Company liable for any direct or indirect technical or system issues or any consequences arising out of the access to or the use of a third-party site. When you access one of these third-party sites, you are leaving Balkcom Associates Inc. website and assume total responsibility and risk for your use of the site to which you link.

The information contained in this website is not intended to (and cannot) be used to avoid IRS penalties. This website supports the promotion of marketing of Life Insurance, Annuity, Long Term Care, Disability, Pension, etc. You should seek advice based on your particular circumstances from an independent tax adviser.

Information Privacy

Your trust is the foundation of our relationship. That is why we work diligently to safeguard your privacy. The information that you provide us is kept in the strictest of confidence. Balkcom Associates Inc. takes the privacy of your personal information very seriously and will not sell or rent your personally identifiable information or a list of our customers to third parties. However, there are limited circumstances in which some of your information will be shared with third parties as part of our services offered to you. For more information, contact Balkcom Associates Inc.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC.

Richard Balkcom may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, MA, MI, MO, NC, NJ, NY, RI, SC, TN, and TX.