Balanced Financial Inc

Updates

Posted on Apr 20, 2021

Follow Balanced Financial on LinkedIn to stay up to date.

Posted on Jun 1, 2020

1. We are in the office most days - call / email with questions on your accounts or to make an appointment to visit here or by phone. We are here to help.
2. contact us for a 3 page summary of the good things in the CARES Act that Congress passed showing stimulus checks, the new IRA distribution...

Posted on Apr 27, 2020

We are in the office most business days; please call or email if you need to meet on some question or need service in some way during this Covid time. Stay patient with the governing requests of us.

Testimonials

a week ago

Greg is an extremely creative financial advisor who goes the extra mile. I initially came to Greg for advice on how to get the most of my retirement, but left with so much more. I walked in with minimal knowledge and Greg was extremely patient in walking me through my options. He then brainstormed with me on other ways that I can use my strengths as a person to create wealth. He is very knowledgable, and thinks out of the box to customize a plan to fit your personal needs.

- Jesse G

2 weeks ago

Greg explained our retirement in a way that we could understand and know what we need to do moving forward to have good retirement years! Thank you Greg! Looking forward to working with you!

- Echo V

2 months ago

Greg was very attentive to our needs. He did not pressure us into anything we weren’t interested in. We appreciated his knowledge and excellent communication explaining all of our investment options.

- Marty a

FORT COLLINS' #1 FINANCE FIRM

For over 30 years, the team at Balanced Financial, Inc. have helped clients prepare for their financial futures with comprehensive investment and retirement planning services. Founded by Greg W. Anderson in Fort Collins, Colorado, the company has worked with thousands of clients over three decades.

From retirement and legacy planning to investment advice, maximization of government benefits, and financial literacy education, Balanced Financial stands out among its peers as an innovative and successful financial services firm.

Tailored Client Services by Balanced Financial

Balanced Financial is known for its personalized financial services tailored to the unique desires and goals of each client. The company’s services are designed to establish a solid and secure financial future. Services include:

Retirement Planning Strategies – every individual has different goals and plans. To achieve those goals, the retirement planning experts at Balanced Financial take the time to develop unique plans. One of the most critical strategies for secure retirement is to identify and leverage income sources after retirement age is reached. With this focus, clients are able to manage both expected and unforeseen expenses for many years to come.

Financial Literacy for Women – financial literacy, or an understanding of the terms and concepts underpinning finances, is a critical life skill. Unfortunately, women often lag behind their male counterparts in obtaining this knowledge. Greg Anderson and his team are dedicated to providing financial literacy education to women, helping them to take charge of their financial futures.

Long-Term Care – for many retirees, medical expenses represent some of the most significant outlays of funds. Planning for long-term medical expenses is a crucial part of retirement planning, yet too many people overlook this important step. Balanced Financial’s team of planning experts implement proven strategies to help set aside and preserve the funding needed for medical expenses well into the future.

Income Planning – saving for retirement is an important part of our lives. Unfortunately, many people choose retirement savings plans that can only be accessed after retirement age is reached. Balanced Financial knows that liquidity is the key to security, and by using innovative income planning approaches, clients can capitalize on emerging investment opportunities without retirement withdrawal penalties.

Maximizing Government Benefits – those reaching retirement age often plan on government benefits like Social Security or pensions to cover expenses. To get the most out of these government-sponsored benefits, our planning professionals guide clients toward making informed decisions. In many cases, maximizing benefits can replace other retirement savings accounts while ensuring a bright and stable financial future.

About the Founder Balanced Financial, Inc. was founded by Greg W. Anderson. Greg has nearly 30 years of experience in the financial services field and has helped thousands of people take charge of their own retirement planning strategies. In addition to serving clients, Greg is a vocal advocate for financial literacy, spending his time educating others through workshops, seminars, and radio broadcasts. Greg is a graduate of Colorado State University and has made the Fort Collins area home for many years. He is a Certified Estate Advisor, a Retirement Income Certified Professional and is an active member of the International Association of Financial Planning. He continues to serve clients with industry-leading financial services and advice.

Review from Gary Cummins:

"My wife and I have been working with Greg at Balanced Financial for more than seven years, and we have the utmost confidence in his professional knowledge and recommendations. Initially, we shared with Greg our concerns about protecting our investment principal, while having growth opportunities—we have found his recommendations to always protect our investment principal and give us excellent growth. Greg is professional, courteous, and attentive to our inquiries. He presents his recommendations in clear, concise, and understandable terms. Greg works hard to truly understand our desires, and he has always presented us with multiple investment options. We have recommended Greg to our friends."

Review from John Bender:

"Greg and Paula Anderson of Balanced Financial offer outstanding personal financial planning. Their customer service is unparalleled. Whether you are contemplating Social Security benefits, or just want a better return on your life insurance assets, Greg and Paula are Larimer County's local experts on all things retirement planning."

Review from Greg Kendall:

"Greg Anderson helped my family tremendously over the last three years. He helped us navigate the complicated process of getting my father his VA benefit for assisted living, then continued to help us with the investments involved in that process. I can't recommend Greg highly enough. He is very knowledgeable of a wide range of financial topics, and at the same time very personable and approachable. His expertise has made a world of difference for my family."