Products & Services

At Balanced Asset Management, we provide assistance in the following areas:

Investment Planning (through Cambridge Investment Research Advisors, Inc.)

  • Retirement Planning  
  • College Planning
  • Debt/Mortgage Refinancing Planning
  • Estate Planning
  • 401K Planning
  • 403b Planning
  • Profit Sharing Plans
  • Tax Planning 
  • Pension Maximization Strategies 

  • Investments (through Cambridge Investment Research, Inc.)

    • Mutual Funds*
    • Brokerage Accounts
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • IRA Rollovers
    • 401K Rollovers
    • Variable Annuities*
    • Fixed Annuities
    • Index Annuities
    • Money Managers
    • Balanced Portfolios
    • REITS (Real Estate Investment Trusts)*
    • 529 College Saving Plans
    • Tax Credit Programs
    • Stocks*
    • Bonds*

    Insurance

    • Life Insurance
    • Long Term Care
    • Disability Income