Greg Anderson
Co-Founder of Balanced Financial Inc

About

Financial expert and retirement planner Greg W. Anderson has helped thousands of people take charge of their financial futures over the past three decades. As the founder and CEO of Balanced Financial, Inc., a full-service financial firm based in Fort Collins, Colorado, Greg is known for his expertise in all aspects of retirement funding. Greg holds several financial industry certifications, including the coveted RICP, or Retirement Income Certified Professional, giving him the tools and knowledge needed to outperform similar financial services professionals.

Anderson is a double-major graduate of Colorado State University, where he studied business and finance. His first professional role after completing his education was as a project manager for a prominent commercial real estate developer in Colorado. This experience prepared him for his future in the financial services industry. Greg was responsible for analyzing all aspects of commercial development projects, focusing on keeping costs within developer budgets and running a lean, efficient operation.

With the skills he had learned as a project manager, Anderson was ready to forge his own path. He established Balanced Financial and quickly gained a reputation for excellence in both retirement planning advice as well as client care. Greg and his team at Balanced Financial take the time to learn about each client, giving them insights into the financial goals, needs, and hopes of those clients. With this information, the team is able to develop innovative retirement savings strategies, including investments, which meet or exceed each client’s goals.

He believes that people should maintain some level of liquidity in their finances, giving them the ability to capitalize on emerging opportunities. Balanced Financial and the team concentrates their advisory services on those investments that produce returns for the long term. For Anderson and Balanced Financial, steady retirement income is the ultimate goal.

Experience

Balanced Financial Inc.

Mar, 2019 ‑ Present


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I'm based in

Fort Collins, Colorado, United States of America