Balanced Financial, Inc.

Balanced Financial, Inc. At Balanced Financial Inc. we are dedicated to making your money work for you.

We treat all of our clients with the utmost honesty and integrity in all of their financial situations; our advice will be honest and realistic.

We're proud to announce that Greg Anderson has earned the Certified Exit Planning Advisor (CEPA) designation!This creden...
05/08/2026

We're proud to announce that Greg Anderson has earned the Certified Exit Planning Advisor (CEPA) designation!

This credential represents a deep commitment to helping business owners plan for one of the most important transitions of their lives. Greg is now equipped with the expertise to guide clients through every stage of exit planning, from protecting business value to aligning financial goals with what comes next.

We're lucky to have such a dedicated advisor on our team. Congratulations, Greg! 👏

04/30/2026

Are you feeling trapped by your rental properties?

Check out the full video here --> https://balancedfinancialinc.com/video-library/index.html -container

Check out our Google reviews here --> https://www.google.com/search?sca_esv=95dde2a53591d142&rlz=1C1CHBD_enUS882US882&sxsrf=ANbL-n4FBUNbgfCZmdAc2MdjY1bTUQFM6w:1777580697162&si=AL3DRZHrmvnFAVQPOO2Bzhf8AX9KZZ6raUI_dT7DG_z0kV2_x4hq8eIIkHj32lvvOjeP2xGfLxp84mL-MeG2TmU4xgxkTWg2OuhBGw6ceG7J9GarlGRoATZk0H2YSah_ssj0BdUF-EIEGEghEgDd-0rgXmGipjLi5w%3D%3D&q=Balanced+Financial+Inc+Reviews&sa=X&ved=2ahUKEwif-I2QtJaUAxXJLDQIHedJHr8Q0bkNegQISRAH&biw=1920&bih=945&dpr=1

For five consecutive years, Balanced Financial, Inc., has been rated as one of the top three financial firms in Fort Col...
12/29/2025

For five consecutive years, Balanced Financial, Inc., has been rated as one of the top three financial firms in Fort Collins. For the past three years, we've been #1. Thank you!

02/28/2025

Are You Paying Too Much for Long-Term Care Insurance?

Long-term care costs are rising fast, with assisted living averaging $3,800 a month and memory care trending toward $7,400 a month. Traditional insurance comes with high, ever-increasing premiums and only a 50/50 chance of actually using it.

In this video, Greg explains a little-known alternative called Capital Transfer Plans—a way to secure 3 to 5 years of long-term care coverage using existing retirement funds, without ongoing premiums.

📺 Watch now to learn how this strategy could protect your future while keeping costs under control.

02/28/2025

Are You Prepared for Rising Long-Term Care Costs?

Most long-term care insurance premiums double every 10 years, making planning difficult. But what if there was a way to lock in costs, maximize tax benefits, and ensure coverage for life?

In this video, Greg reveals a little-known strategy called the 10 Pay, which can help protect your future without unpredictable premium hikes.

📺 Watch now to learn how this approach could save you money and secure your care.

Address

3711 John F. Kennedy Parkway, Suite 230
Fort Collins, CO
80525

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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