Welcome to Balanced Asset Strategies, Ltd., a Registered Investment Advisor dedicated to putting your interests first. Our firm is an independent entity, free from conflicts of interest and committed to working for you. We strive to create a personalized financial plan and build an investment strategy tailored to your objectives and aspirations. Our primary investment philosophy revolves around managing risk and exposure while prioritizing growth and capital preservation. We believe in avoiding catastrophic losses through a highly diversified portfolio and the strategic use of portfolio insurance.

At Balanced Asset Strategies, Ltd., we understand the importance of navigating various market conditions while making meaningful progress towards both your lifestyle and financial goals. We serve as a dedicated partner in your financial journey and offer various services to cater to your needs.

Our Services

Balanced Asset Strategies, Ltd. offers a wide range of services designed to help you meet your financial objectives and plan for the future. These services include:

1. Balanced Asset Strategies: We focus on protecting and growing your investments by implementing a highly diversified portfolio and strategically using portfolio insurance to manage risk and exposure. This approach helps you avoid catastrophic losses and reach your financial objectives.

2. Annuity Services: We offer annuity solutions tailored to your specific needs, providing a steady stream of income during your retirement years. Through detailed analysis and evaluation, we help you navigate the vast options available and choose the right solution for you.

3. Life and Health Insurance: Our firm offers various life and health insurance plans, helping you protect your loved ones and your finances. We collaborate with you to determine the most appropriate and cost-effective plan for your unique situation.

4. Disability Income Insurance: Balanced Asset Strategies, Ltd. provides disability income insurance, safeguarding your financial well-being in the event of an unexpected disability. Our insurance solutions help you maintain your financial independence during challenging times.

5. 401(k) Information Requests: Our experienced advisors can assist you in making informed decisions about your 401(k) plan. We offer personalized guidance on investment options, risk management, and long-term planning to help maximize your retirement savings.

Why Choose Balanced Asset Strategies, Ltd.?

When deciding on an investment advisor, you should consider several factors, including trust, expertise, and unbiased advice. Our firm offers a variety of benefits that help differentiate us from other investment advisors:

Customized Solutions: Your needs and objectives are unique, and our services are designed to meet those specific requirements. We customize strategies based on your situation and work closely with you to ensure the best possible outcome.
Independent Advice: Balanced Asset Strategies, Ltd. has no obligations to specific products, providers, or services. This independence allows us to offer unbiased, conflict-free advice that focuses solely on your interests.
Commitment to Education: We prioritize continuous learning and education. Our team remains up-to-date with the latest industry trends and developments, allowing us to provide informed guidance and recommendations.
Comprehensive Services: We provide an extensive range of services, from financial planning and investment advice to insurance solutions and 401(k) assistance. We serve as a one-stop financial partner committed to helping you navigate the complexities of managing your wealth.

We invite you to explore the resources available on our website. You'll find informative articles, calculators, newsletters, and flipbooks containing valuable insights on various topics related to financial planning and investment management.

Balanced Asset Strategies, Ltd. is registered to offer investment advisory services in Illinois (IL), Indiana

(IN), Florida (FL), Ohio (OH), Wisconsin (WI), and conditionally restricted in Texas (TX). For any inquiries, please

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