How Can Balanced Financial, Inc. Secure Your Retirement?

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.

Our Financial Services

Find out about Greg W. Anderson, RICP, CEA

Greg W. Anderson, RICP, CEA is a recognized executive and personal financial programs qualified professional. He abides and does work in the Northern region of Colorado, wherein he is employed as the Chief Executive Officer and co-founder of an investment management firm. Greg owns 23 years of experience within the investment niche, having included a range of duties over the course of his employment. Mr. Anderson is a Retirement Income Certified Professional () and is masterful at bestowing his business’s prospects with creative retirement venture insight.

Greg is a grad of Colorado State University. Following concluding his college education, he headed to help an industrial real estate developer in Denver, offering him visibility to challenging tasks and the thorough breakdowns that are absorbed in said projects. This made the base of his middle profession and furnished him with the tools he needed to be successful. Shortly following leaving the property developer, he went ahead with his own operation, that of Balanced Financial, Inc in Fort Collins. Anderson has a propensity for comprehending all areas of the fiscal services area, helping his clients prioritize expenditures that manufacture returns over the short term and long term.

Greg bears no resemblance from other investment specialists because he concentrates on cost-efficient financial investments that leverage your finances. In short, he is unusual in the sense that he teaches his prospects away from flash-in-the-pan investment decisions that do not have long-lasting productivity. Retirement planning is among his fields of expertise, and he advises retirement life arrangements with a fresh new outlook. Individuals have the chance to gather and keep value in their reports, yet have the ability to sustain assets in order to take advantage of emerging financial investment options. Old-school approaches are just simply not an aspect of Greg’s consultive expertise. With his services and suggestions, several individuals have attained consistent, enjoyable finance futures.

Anderson looks to explore new possibilities in markets and in trading. With his function at Balanced Financial and initiative both in enterprise and in community institutions, he has limited spare time. When he has the opportunity to elude it all, he invests as much time as he can indulging in travel and open air journeys with his better half and children.

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