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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:

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Calculators

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Contact Us

Please feel free to contact us with any questions.

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 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.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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How much would your monthly lease payment be?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator can help you determine how soon you can pay off your mortgage.

How much can you afford to pay for a car?

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