top of page
Stack of balanced stones on a pebble beach at sunset
Sunlight shining through a path in a bamboo forest
Close-up of a green succulent with geometric leaves
Person standing on a mountain peak at sunrise
White water lily against a blurred turquoise background

Balanced Asset Strategies, Ltd.

82 S. La Grange Road, Suite 204
La Grange, IL 60525

Phone:

+1 (312) 759-5170

Fax:

+1 (312) 759-5173

E-mail:

  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

 Investment Advisor

Balanced Asset Strategies, Ltd. logo

At Balanced Asset Strategies, Ltd. your interests always come first.  As an Investment Advisor, we are free from conflicts of interest and work for you.  Together we will create a financial plan and build an investment strategy implementing both your personal and economic objectives.  What is most important to you?  How do we get there? 

Our investment philosophy is growing and protecting your investments by avoiding catastrophic losses through a highly diversified portfolio and the tactical use of portfolio insurance. While you cannot manage market returns, you can manage your risk and exposure.

We have the necessary experience to navigate through all types of market conditions and more importantly to facilitate meaningful progress toward both your life style and financial goals.

Account Access button
Meet the Team
Free Newsletter Sign Up!

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Analyzes the Fed's trade-offs between employment and inflation concerns.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much Disability Income Insurance do you need?

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck