Greg Anderson

About Greg Anderson

Greg W. Anderson is a well-known entrepreneur and financial services professional. He…

Experience

1. President Planner

   Balanced Financial Inc

   Jul 1998 — Present

   Based in Fort Collins, Colorado, Balanced Financial Inc. is a full-service firm with the goal of helping others achieve financial success. Established over 25 years ago, the financial services firm is known for its commitment to its clients, developing investment and retirement savings strategies that meet clients’ financial goals. Balanced Financial offers a wide range of tailored client services, including:*Income Planning *Legacy Planning *Social Security Maximization *Retirement Savings and Investment Strategies *Long-term Care One of the unique services provided by the firm is its focus on “Empowering Women”. Women face distinct challenges in retirement planning, living longer and tending to be more risk-averse than their male counterparts. By focusing on the unique needs, goals, and concerns of women, Balanced Financial offers innovative investment solutions. The firm has assembled a team of highly-qualified retirement planning and investing professionals with many years of experience between them. Greg Anderson is the founder of the company, launching it after gaining valuable experience managing the finances of a large commercial real estate operation. Greg’s approach to investment differs than that of similar financial services firms. He believes that people need to be able to jump on emerging opportunities, so he encourages his clients to maintain some measure of liquidity in their finances. This approach has helped hundreds of satisfied clients take charge of their financial futures. Balanced Financial continues to serve clients throughout the state of Colorado and around the country. With the firm’s blend of financial advice and industry-leading empowerment, it is no secret that the company and its team are valued members of the financial services community.