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
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.
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
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
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."