Known as a respected, passionate, and dedicated financial leader, Greg Anderson leads a professional team of experts who help thousands of people achieve financial security at Balanced Financial, Inc. Headquartered in Fort Collins, CO, the Balanced Financial, Inc. teams’ mission is to serve businesses and families by providing innovative planning, financial strategies, and solutions that are clear, secure, and offer overall financial health.
Services Provided
Empowering Women – Since many women face unique challenges during retirement, Balanced Financial, Inc. gears each financial plan to each woman’s particular needs. Since knowledge is power, we provide specific goals and objectives to empower each woman to take control of her financial life with support from our team.
Legacy Planning – Our firm is uniquely positioned to provide a coordinated and comprehensive approach to legacy planning. This multifaceted process offers a variety of avenues to protect assets and transferring wealth. Included are long-term care insurance that can help protect assets from hefty long-term care expenses.
Social Security Maximization – For many retirees, their Social Security retirement benefits is most likely their largest retirement account. This foundation for retirement income can be confusing. We have designed an informational brochure to help you understand this complex process and to assist you in maximizing the most out of your Social Security benefits.
Income Planning – Retirement requires a mental shift from earning and saving to living off of that savings. However, income can be generated through other sources, even during retirement. For those planning for a comfortable retirement, our firm can assist clients by defining retirement goals, evaluating current financial situations, and help to design a retirement that is capable to generating the income needed that is both reliable and sustainable.
Long-Term Care – Balanced Financial, Inc. helps clients design a comprehensive strategy that provides for long-term care needs. No one should ever have to choose between their health and their financial future. We understand this problem and can help to develop a plan to address long-term care needs without affecting finances.
Retirement Strategies – We believe in providing people with a comprehensive retirement strategy where financial, estate, and tax needs are addressed to meet the unique goals of everyone.
Education
In order to help empower our clients, we believe that knowledge is key. Therefore, we have compiled a video learning library containing an impressive collection of short, yet informative videos discussing a wide variety of retirement topics.
Testimonials
Since we pride ourselves on putting our clients first, we can boast a pleased and productive client database of thousands of happy clients. With Balanced Financial, Inc. on your side, you will be treated with integrity, given honest evaluations, and offered realistic professional advice. We truly believe in making your hard-earned money work strategically for you now and in the future.
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