Financial Planning Services

At Middleton Accounting & Consulting, a Montrose CPA firm, we have the skills and expertise to help guide and direct you through complicated financial decisions that affect your future.

When we work with our clients we take into consideration all of your needs including budgeting and saving, taxes, investments, insurance, retirement planning and estate planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals.

As CPAs and trusted advisors, we help you to see beyond your immediate financial concerns to achieve a long-term vision for your future.

Our services include:

• Evaluating retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Evaluating life insurance needs
• Profit sharing plans
• Retirement planning
• College savings plans
• Business succession planning
• Estate tax planning
• Fee-based investing

We take a consultative approach that allows us to fully understand your unique needs and concerns. This allows us to create a custom solution design to bring you peace of mind and financial security when you need it.

We also offer full risk management and investment options through Honkamp Krueger Financial Services.

Contact Us for an FREE Initial Consultation

Send us an e-mail or call us today at 970-626-3850 and ask for Scott Middleton to discuss your financial needs with an experienced Montrose CPA.