Call Us Right Now: (970) 475-8931
Greg And Paula Anderson
Serving Fort Collins for 30+ Years |
83+ 5-Star Google Reviews | A+ BBB Rated
Secure Your Retirement with Fort Collins' Most Trusted Financial Advisor.
Get a Free Retirement & Investment Review with Greg Anderson, RICP, CEA
Get a Free Retirement & Investment Review with Greg Anderson, RICP, CEA
Greg And Paula Anderson
Serving Fort Collins for 30+ Years |
83+ 5-Star Google Reviews | A+ BBB Rated
Proudly Recognized Among the Top 3 in Fort Collins for 5 Consecutive Years
Why Client Trust Us
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When it comes to planning your financial future, trust isn’t given—it’s earned. For over 30 years, Balanced Financial has helped hundreds of families, retirees, and investors secure their wealth, protect their legacies, and retire with confidence.
✅ Free Financial Power of Attorney – Save hundreds with this essential legal protection.
✅ Low-Cost Living Trusts ($1,398) – 70% less than traditional legal fees.
✅ Tax-Efficient Retirement Planning – Keep more of your hard-earned money.
✅ No Pushy Sales – Just Honest Advice – Transparent and education-driven approach.
✅ 30+ Years of Experience in retirement income planning, estate advising, and annuities.
✅ ⭐⭐⭐⭐⭐ 83+ 5-Star Google Reviews – Clients trust us with their financial future.
✅ A+ BBB Rating – Recognized for integrity and excellence.
✅ Certified Experts on Staff:
- Greg Anderson, RICP, CEA
- Chase, CFP®️
✅ Chase Grundy, CFP®️ is a fiduciary providing expert financial planning and investment guidance. *
✅ Second Opinion Available – Already have an advisor? Get a free, unbiased review.
✅ Fee-Based Tax Advisory – Through Fort Collins Tax Advisory Group LLC.
Why Our Clients Chose Us...
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Over 30 Years of Excellence | 83+ 5-Star Reviews | A+ BBB Rated
Is This Right for You?
Who We Help
We work with pre-retirees and retirees who want a secure financial future, ensuring they have the right plan to sustain their lifestyle. Homeowners trust us to help protect and grow their wealth, making the most of their assets for long-term security. We guide widows through financial transitions, providing clarity and support during difficult times. Self-managed investors come to us for a professional second opinion, ensuring their strategy is optimized for success. And we assist anyone 50+ seeking retirement security, creating personalized plans that provide confidence and peace of mind for the years ahead.
A Financial Partner You Can Trust for Life
Helping Residents of Fort Collins With
📌 Retirement Planning & Income Strategies – Customized, worry-free strategies.
📌 Tax-Efficient Investment Guidance – Keep more of your money.
📌 Social Security Optimization – Maximize benefits.
📌 Estate & Legacy Planning – Protect your wealth & loved ones.
📌 Risk Management & Wealth Protection – Smart, safe investments.
Greg Anderson
Balanced Financial
Balanced Financial
Greg Anderson has been helping individuals achieve financial success for over 30 years as the founder of Balanced Financial, Inc. A Certified Estate Advisor (CEA) and Retirement Income Certified Professional (RICP), he is passionate about providing clear, strategic financial guidance. He is also a speaker, radio personality, and educator on Social Security strategies.
With a background in commercial real estate development, Greg honed his skills in financial analysis, business strategy, and wealth creation—expertise he now applies to helping clients build secure retirement plans.
Beyond finance, Greg is dedicated to supporting veterans and at-risk youth. As president of the Downtown Club of Fort Collins, he leads efforts to improve young lives through education and community support.
Outside of work, Greg enjoys traveling and exploring the outdoors with his wife, Paula, and their four children.
What Our Clients Say
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Balanced Financial has been recognized as one of the Top 3 Financial Services
in Fort Collins, Colorado, for the last five years.
Helping You Make Informed Decisions About Your Financial Future
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1. What makes Balanced Financial different from other financial advisors?
At Balanced Financial, we focus on personalized, transparent financial planning with no high-pressure sales tactics. With over 30 years of experience, 83+ 5-star Google reviews, and an A+ BBB rating, we’ve helped hundreds of individuals and families in northern Colorado retire with confidence, optimize their investments, and protect their legacy.
2. How much does the consultation cost?
Absolutely nothing—your initial consultation is 100% free with no obligation. We believe in providing value first, so you can make informed decisions about your financial future.
3. What if I already have a financial advisor?
That’s great! Many of our clients already work with advisors but come to us for a second opinion. Retirement planning is complex, and an additional review can help ensure you’re maximizing your investments, tax strategies, and long-term security.
4. I’m already retired. Do I still need financial planning?
Yes! Retirement doesn’t mean you stop managing your finances—it means you need even more strategy. From tax-efficient withdrawals to ensuring your money lasts your lifetime, we help retirees protect, grow, and enjoy their wealth with confidence.
5. What will we cover in the free consultation?
Your free session is a personalized financial review where we will:
✅ Review your current retirement and investment portfolio
✅ Identify hidden risks and missed opportunities
✅ Optimize your Social Security and tax strategies
✅ Ensure your estate planning is structured to protect your assets
✅ Answer any questions you have about wealth management & legacy planning
6. How do I know if I need a financial advisor?
If you’ve ever wondered:
✔ “Am I saving enough for retirement?”
✔ “Will I outlive my money?”
✔ “Am I paying too much in taxes?”
✔ “Is my current portfolio optimized?”
Then working with a financial advisor is a smart choice. A strategic plan can help you avoid common pitfalls and achieve financial peace of mind.
7. Can I manage my own investments instead of hiring an advisor?
Yes, but DIY investing carries risks—especially in retirement. Market volatility, changing tax laws, and hidden fees can cost you tens or even hundreds of thousands over time. Working with a professional ensures you’re making informed, optimized decisions for your future.
8. How much money do I need to work with Balanced Financial?
We work with folks of various financial back grounds - generally we ask for a minimum of $600,000 of cash assets, but in this time of extreme market volatility we understand many folks are seeking advice. So for the balance of 2025 we have no minimum requirements; happy to help.
9. What if I don’t live in Fort Collins? Can I still work with Greg?
Yes! While we primarily serve the front range of Colorado we also work with clients remotely from Malta to Denmark to Mexico via virtual meet ups, calls and online reviews.
10. How do I get started?
Click the "Schedule a Free Consultation" button or call us at (970) 475-8931 to book your personalized session today.
Get Your Free, No-Obligation Consultation
👉 Join 700+ Clients Who Trust Greg with Their Financial Future!
Knowing where you stand is fast and easy
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Call Us At (970) 475-8931
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Copyright © 2025 Balanced Financial Inc.
All Rights Reserved.
All Rights Reserved.
Copyright © 2025 Balanced Financial Inc.
All Rights Reserved.
All Rights Reserved.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP logo in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Balanced Financial, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Balanced Financial, Inc. Balanced Financial, Inc. and Greg W. Anderson are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.