Founder, Founder and President
1996 - Present (about 24 years)
Serving Fort Collins and surrounding communities, Balanced Financial, Inc. is committed to providing families and businesses with innovative financial planning, strategies,...more and solutions that deliver financial security, clarity, and overall financial health. The commitment to our family of clients are built on the principal of strong relationships which is the foundation for our success, empowering clients to navigate the complexities of today’s financial world with customized plans.
Interviewer · Knowledge is power. Therefore, we provide our clients with a learning library to help increase financial knowledge. Contained in this… · More library are a collection of short, yet informative videos on a variety of topics from tax strategies to interviews with Mr. Anderson. We encourage all of our clients to watch and learn about important financial topics.
Tax Strategies – Our knowledgeable team of financial experts can develop specialized tax strategy reports to analyze your unique financial scenario.
Empowering Women – Giving women the confidence in the retirement they deserve with topics such as living longer, and investment strategies is key for a smooth retirement.
Annuities – Income riders are not for everyone but discussing this option with a certified professional can give retirees peace of mind.
Beneficiary Review – Eight out of ten beneficiary forms are not properly filled out. Beneficiary designations are a vital part of estate planning because they trump marital laws, wills, and court orders.
Fixed Indexed Annuities - Choosing the right financial vehicle for investment, especially for those nearing retirement, is vital.
Income Planning – With the use of a proprietary income planning software, our firm is able to design a personal income plan tailored to the exact needs of our clients.
Rainy Day – After a retirement income plan is created, many people still have enough money left over for a “rainy day.” Discussion of how to best position this income is important for the unknown events that may occur during retirement.
Writing Your Retirement – How much retirement income will be needed every year? How can this goal be reached most efficiently? How can progress and growth be protected from lost income, volatility, and taxes? These and other questions can be answered with the end in mind.
Visit our video library for these and other informational topics related to retirement.
Downtown Club of Fort Collins brings over two decades of service to the greater Fort Collins Community
With a passion for the community of Fort… · More Collins, in 2018, Greg Anderson has helped to relaunch a service club desperately needed in the community.
Originally an offshoot from Sertoma International, the Downtown Club chapter was founded on March 15, 1969. Originally, the group was designated as a men’s only club with 25 members. Over the years, membership has included judges, attorneys, educators, military graduates, and other vital leaders in the community. The name changed to The Downtown Club of Fort Collins in 2018, where Greg Anderson was and currently is a member.
Focused on helping at-risk youth who are in need, the club meets weekly at lunch to collaborate on ways to positively impact the community, learn new happenings in the area, and enjoy the company of other members.
Support Affects the Community
One of the ways that The Downtown Club of Fort Collins positively affects the community is by supporting organizations that help youth in need in the Fort Collins area. Clubs such as the Boys and Girls Club of Larimer County, Project Smile and Vision, CASA, Crossroads Safehouse, and Realities for Children are just a few of the local organizations the club is dedicated to helping.
In addition to financial support, The Downtown Club of Fort Collins believes in physical support. Over the years, they have provided thousands of man-hours to service projects and organization in and around the community. Club members are always looking for ways to serve and give back to the community.
Andersons Dedication to the Club
Greg Anderson fully believes in the club’s mission statement, “Our mission is to financially and physically support organizations that help youth and those in need in the Fort Collins area.” With Anderson’s countless hours and financial support to The Downtown Club of Fort Collins, he fully believes in helping those in need in Fort Collins.
What I Do
For over 25 years, Greg Anderson has served individuals with cutting-edge financial services. As the CEO and founder of Balanced Financial, Inc., a financial services firm in Fort Collins, Colorado, Greg and his team have helped thousands of clients prepare for robust and secure financial futures.
Greg is a Retirement Income Certified Professional (RICP) and is known for his innovative views and strategies on building retirement wealth.
Greg completed his undergraduate education at Colorado State University. His first role after graduating was as a project manager for a prominent commercial real estate developer. Here, he gained valuable insights, particularly in the complex dynamics of financial planning and analysis. These skills would prove crucial once he forged his own path as an entrepreneur and business leader.
When he is not helping his clients with their retirement planning needs, Greg can be found enjoying the outdoors with his family, including hunting and traveling. He is active in his community as the President of the Downtown Club of Fort Collins, a non-profit group that provides career guidance and training to area youth.