Balthazor & Strube is an independent firm specializing in insurance and investment services to preserve and promote your personal and/or business needs. As an independent firm, we can find the products that are right for you. Captive, or career agents, are expected to sell primarily their own carrier's products. Independent firms do not have an obligation to any one company; therefore, we customize your portfolio utilizing a variety of products best suited to fit your financial and insurance needs.
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap. Find out why it's important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes. Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Use this calculator to estimate the cost of your child's education, based on the variables you input.
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap. Find out why it's important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes. Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Use this calculator to estimate the cost of your child's education, based on the variables you input.
Services
As a 22 year veteran in the financial services industry my goal is to provide clients and their families world-class service to help them achieve all of their financial goals, objectives, and dreams.
With over 17 years of experience, I have the passion, drive, knowledge and experience required to help guide clients in making wise financial decisions given the unique needs and circumstances clients face.
With over 17 years of experience, I have the passion, drive, knowledge and experience required to help guide clients in making wise financial decisions given the unique needs and circumstances clients face.
Focused on delivering objective guidance and advice, our team specialized in asset management, financial planning, insurance, estate planning and corporate benefits.
Working with a wide array of individuals, families and businesses, we collaborate with our clients to create a personalized plan that will help accumulate and grow their assets.
Managing risk and the impact of taxes over time, our holistic approach helps to ensure that every aspect of your financial life is accounted for, and respected.
Working with a wide array of individuals, families and businesses, we collaborate with our clients to create a personalized plan that will help accumulate and grow their assets.
Managing risk and the impact of taxes over time, our holistic approach helps to ensure that every aspect of your financial life is accounted for, and respected.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
Compare the advantages and disadvantages of different gifting strategies available for planned giving.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
Compare the advantages and disadvantages of different gifting strategies available for planned giving.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
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