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Balanced Financial, Inc.

Want to see if you can lower your taxes?

Learn about our CPA What-If review of your last tax return

Want to see if you can lower your taxes?

Learn about our CPA What-If review of your last tax return

Want to see if you can lower your taxes?

Learn about our CPA What-If review of your last tax return

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Best Financial services in Fort Collins
Best Financial services in Fort Collins
Best Financial services in Fort Collins
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Balanced Financial, Inc.

Balanced Financial, Inc. serves Fort Collins, CO and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial:

  • Clarity
  • Security
  • Overall financial health

Making strong commitments to our clients and building lifelong relationships are tenets of success at Balanced Financial, Inc.

Tax Preparation


We recommend taking steps to help ensure that you’re taking advantage of any possible tax minimization strategies to help maintain the retirement you’ve worked hard to build.

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Legacy Planning


Proper legacy planning and preservation is a cornerstone of any successful retirement plan ...

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Social Security Maximization


For many retirees, Social Security benefits form the foundation of their retirement income ...

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Balanced Financial, Inc. provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Balanced Financial, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Contact Info

Balanced Financial, Inc.
3711 John F Kennedy Parkway #230
Fort Collins, CO 80525
(970) 204-1500
greg@balancedfinancialinc.com
paula@balancedfinancialinc.com

Our Company

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  • Meet the Team
  • See Greg’s Interviews
  • Video Library
  • Contact Us

Our Services

  • Tax Preparation
  • Legacy Planning
  • Social Security Maximization
  • Income Planning
  • Long-Term Care
  • Retirement Strategies
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Balanced Financial, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Balanced Financial, Inc. Balanced Financial, Inc. and Greg W. Anderson are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.