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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.

Videos

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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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Explains using life insurance to make meaningful charitable donations.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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How much would your monthly lease payment be?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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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