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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

You can review interesting calculators on my site.

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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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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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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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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How much Disability Income Insurance do you need?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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