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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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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Describes how Roth accounts can generate tax-free retirement income.

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Taking this quiz may help increase understanding of estate planning.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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

Estimate the future value of your current savings.

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

This calculator is designed to help you attach a dollar figure to your life’s work.

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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