Greg W. Anderson has achieved substantial successes in the business world. His experience in the financial services industry spans almost three decades, and in that time, he and his team of financial planning and investment experts have allowed thousands of clients to take charge of their own financial futures. Greg is the founder and CEO of Balanced Financial, Inc., a retirement planning and investment firm with its headquarters in Fort Collins, Colorado. Greg has gained a reputation for excellence in the financial services field for his exhaustive knowledge, his passion, and his ability to educate others in complex financial planning concepts.
Education and First Financial Experience
Greg is a graduate of Colorado State University, where he double-majored and earned a Bachelor of Sciences degree. Not long after completing his undergraduate education, he began work with a prominent commercial real estate development company in Colorado. As a project manager for the firm, Greg was responsible for handling many aspects of commercial development projects, including cost analyses. He quickly proved adept at managing the complex demands of dynamic projects, and while at the firm, he was able to hone numerous skills that would prove beneficial throughout his career.
Balanced Financial, A Community Finance Hub
27 years ago, Greg took the skills he had learned as a real estate development project manager and entered the world of entrepreneurship. In learning about the financial services industry, he had learned that many retirement planning firms used one-size-fits-all solutions for their clients. He knew there was a better way to serve the unique needs and financial goals, and Balanced Financial, Inc. was launched. He earned several professional certifications as a means of both gaining skills and preparing himself to serve clients at the very highest levels. He is a Certified Estate Advisor (CEA), a Retirement Income Certified Professional (RICP), and is an active member of the International Association of Financial Planning.
Greg assembled a team of highly-experienced professionals, including tax experts, investment and retirement planners, and attorneys. Together, the Balanced Financial team has helped thousands of people develop personalized financial plans that both address current needs as well as expenses after retirement.
Balanced Financial offers a full range of customized services for clients, including:
- Legacy Planning
- Long-Term Care Planning
- Retirement Account Funding
- Retirement Planning
- Maximization of Government Benefits
- Income Planning
- Investment Guidance
One of the aspects that helps Balanced Financial stand out in a competitive marketplace is the firm’s attention to its clients. His team forges long-term relationships with each client in order to understand their needs, financial goals, and hopes for the future. This helps create financial security, even well after retirement age is reached.
Education is a critical component of the Balanced Financial client relationship. Greg believes that with education, clients are better able to understand the complexities of the financial field and are able to make informed decisions about their needs. Greg has made a name for himself in financial advocacy, offering an extensive collection of information resources and seminars for clients. He is a vocal advocate for financial literacy, and has shared his insights on radio broadcasts and in seminars across the country.
A Focus on Underserved Demographic Groups
Traditionally, the financial services field has overlooked two important client groups: women and military veterans. Women typically do not have as much experience managing finances, leaving them unable to capitalize on investments and retirement planning opportunities. Military veterans often struggle to transition to civilian life, and may not have the information they need to maximize their government benefits or retirement accounts. By focusing on these two groups, Greg and his firm stand out in the financial field, offering a range of information resources and guidance. Empowering women to take charge of their finances has been incredibly rewarding for Greg.
Working with veterans has also been a source of immense pride – Greg and his team help give back to those who have sacrificed so much for their country.
Philanthropic Work
When Greg Anderson is not assisting clients with their financial needs or spending time with his wife and four children, he can be found giving his financial support and leadership to an important charitable organization in the state of Colorado. As President of the Downtown Club of Fort Collins, Greg and local business leaders have spearheaded efforts to provide valuable skills to at-risk youth. The Downtown Club offers several services, including:
- Vocational Training
- Life Skills Education
- Volunteer Opportunities
- Financial Support for community programs
Greg has long believed that it is important to give back to the communities in which one lives. By leading the Downtown Club, he has been able to do just that: providing hope for the future by giving young people the skills they need to succeed. They host golf tournaments, dinners, galas, speaking events, and more.
Additionally, Greg has dedicated the past 6 months to update individuals damaged by the Woodbridge Wealth ponzi scheme. Thousands of individuals were scammed out of hard-earned money. He documents upcoming distribution on his Lessons Learned blog.
Greg continues to seek new opportunities, both as a business leader and as a philanthropist. With his help, thousands of people have been able to learn new skills, prepare for the future, and secure financial security for themselves and their loved ones.
