David Balkcom, Agent with WealthBridge Financial Group

David Balkcom, Agent with WealthBridge Financial Group Wealth Management Associate at Barnum Financial Group. I am a registered representative of MML Investors Services, LLC member, SIPC (www.SIPC.org).

Supervisory Office: 6 Corporate Drive, Shelton, CT 06484. Phone: (203) 513-6000. As a financial advisor, David can offer a range of solutions that can assist you fulfill a variety of insurance and financial needs, including but not limited to college funding, retirement, controlling expenditures for longer durations of care, and strategies for lifelong income.

🎓 Master's degree in Integrated Mark

eting Communications from Northwestern University.
🏢 Native of Illinois, came to New York and began his work as an environmental and marketing consultant.
💸 David's financial services career advanced as he worked for several financial firms while also consulting. David specializes on providing premium financing and qualified retirement planning to high-net-worth individuals. In addition, he provides not only personal life insurance but also a wide range of commercial life insurance services, such as buy-sell agreements and other options. Please contact David so he can assist you in analyzing your demands thoroughly and recommending suitable solutions. https://www.wealthbridgefg.com/team/david-balkcom

David Balkcom is insurance licensed in the following states: NY and IL

Bonds are a common component in many portfolios, helping balance out risk. In today's interest rate environment, though,...
12/03/2023

Bonds are a common component in many portfolios, helping balance out risk. In today's interest rate environment, though, understanding the relationship between interest rates and bond prices is important. This is a good overview of the impact of today's rate environment and bonds to discuss with your advisor.

Here are four strategies investors can consider to adjust to the drop in bond prices resulting from the steep rise in interest rates.

When do you hope to retire? Do you have questions about financial planning for your future? Let's talk.
12/02/2023

When do you hope to retire? Do you have questions about financial planning for your future? Let's talk.

It's never too early to start saving for retirement. Here are retirement investment basics, including different account types and portfolio management strategies.

Planning for longevity and making up for time spent out of the workforce caring for others are just two of the financial...
11/03/2023

Planning for longevity and making up for time spent out of the workforce caring for others are just two of the financial challenges that women tend to face. If you are facing these types of challenges, let's talk.

Living longer often leads to more financial challenges, but proper planning can help women enjoy a long, successful retirement.

Small business owners face budgeting choices on where to place marketing dollars. Forbes outlines some key trends here.
10/30/2023

Small business owners face budgeting choices on where to place marketing dollars. Forbes outlines some key trends here.

Small businesses are navigating a dynamic marketing landscape, which requires diversifying their strategies to reach their target audiences.

Understanding what the tax rules are for deducting interest on home mortgages is critical if you're buying a home or ref...
10/29/2023

Understanding what the tax rules are for deducting interest on home mortgages is critical if you're buying a home or refinancing. Here's an informational overview.

Understanding what the tax rules are for deducting interest on home mortgages is critical if you're buying a home or refinancing.

Have you planned ahead for if a family member becomes incapacitated? Having the conversations in advance is valuable. Le...
10/28/2023

Have you planned ahead for if a family member becomes incapacitated? Having the conversations in advance is valuable. Let's connect.

Choosing a decision-maker before anything happens is crucial. So is getting legal documents and financial planning in order.

Financial strategies come in many forms and vary depending on your goals, assets, etc. Here's an example of how one pers...
10/24/2023

Financial strategies come in many forms and vary depending on your goals, assets, etc. Here's an example of how one person but a simple strategy in place to help her budget. If you need help with your strategy, let's talk.

It's not always easy keeping track of multiple bank accounts, but it makes budgeting so much easier. I never feel bad spending discretionary funds.

"Retirees and those 50 and up fear declining finances in older age, report shows. Less than 20% expect to maintain a com...
10/23/2023

"Retirees and those 50 and up fear declining finances in older age, report shows. Less than 20% expect to maintain a comfortable lifestyle in retirement." Helping you avoid becoming part of this statistic is one of the reasons it's so important to implement a financial plan.

Retirees and those 50 and up fear declining finances in older age, report shows. Less than 20% expect to maintain a comfortable lifestyle in retirement.

Don't let the year end without taking some small steps to ease tax in the new year — and even save yourself some money. ...
10/22/2023

Don't let the year end without taking some small steps to ease tax in the new year — and even save yourself some money. Let's connect as you wrap up your financial year.

Don't let the year end without taking some small steps to ease tax in the new year — and even save yourself some money.

Are you at all fearful of retirement? Let's connect and review your plans.
10/10/2023

Are you at all fearful of retirement? Let's connect and review your plans.

With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.

Many Americans said that repaying standing loans will hinder their ability to save for retirement. A long-term financial...
10/09/2023

Many Americans said that repaying standing loans will hinder their ability to save for retirement. A long-term financial strategy could help make saving for goals and paying down debt manageable.

Many Americans said that repaying standing loans will hinder their ability to save for retirement, a recent survey said.

"My parents lived to their 90s and had plenty of time to figure out their estate planning, but wrapping up their finance...
10/08/2023

"My parents lived to their 90s and had plenty of time to figure out their estate planning, but wrapping up their finances still had complications." Good example of how important it is for beneficiaries to be kept in the loop when you're doing estate planning.

My parents lived to their 90s and had plenty of time to figure out their estate planning, but wrapping up their finances still had complications.

Address

Elmsford, NY
10523

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12129860400

Website

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