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! đź‘Ź

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.

đź“ş 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.

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

02/28/2025

Getting Social Security Advice? Here’s What to Know First.

Many people assume the Social Security Office is the best place to get advice when claiming benefits. While they provide helpful information, they may not present all the options available to maximize retirement income.

In this video, a client shares how claiming too early reduced their benefits—and why consulting with Greg first could have made a significant difference.

đź“ş Watch now to learn how to make the most of your Social Security benefits.

02/28/2025

Why This Retired Trader Chose Indexed Annuities Over the Stock Market

Charles spent years trading stocks, options, and commodities, managing risk every day. But when it came to retirement, he wanted guaranteed growth, security, and peace of mind—without market surprises.

In this video, Charles shares why he moved a portion of his portfolio into Indexed Annuities—a strategy that guarantees growth, protects against market downturns, and ensures financial stability.

đź“ş Watch now to hear why he says, "I can finally sleep at night."

02/28/2025

Will Your Heirs Handle Their Inheritance Wisely?

Every family has different dynamics, and not all heirs are equally prepared to manage a lump sum. Instead of costly trusts and legal fees, there’s a simple, foolproof, and free solution to control how your legacy is distributed.

In this video, Greg reveals the Controlled Beneficiary strategy—a little-known way to meter out inheritance over time, ensuring your wealth is used as intended.

đź“ş Watch now to learn how to protect your legacy without expensive legal setups.

02/28/2025

Worried About How Your Heirs Will Handle Their Inheritance?

Not every heir is ready to manage a lump sum responsibly. Instead of expensive legal setups like trusts and administrators, there’s a foolproof and free solution to control how your legacy is distributed.

In this video, Greg reveals the Controlled Beneficiary strategy—a little-known way to meter out inheritance over time, ensuring your wealth is used wisely.

đź“ş Watch now to learn how to protect your legacy without costly legal fees.

02/28/2025

🏡 Using Real Estate for Retirement? Know the Risks First.

Many believe rental properties are a secure path to retirement, but the reality isn’t always so simple. Hidden costs, legal risks, and management challenges can turn a smart investment into a burden.

Already own rentals and worried about capital gains taxes? In this video, Greg reveals a little-known strategy to sell tax-free and still earn 6% net income.

đź“ş Watch now to learn how to protect your wealth and make informed retirement decisions.

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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