Montrose, CO CPA Firm

Financial Planning Services

Montrose Financial Planning Services

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

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.

Financial Services for Individuals

As CPAs and trusted advisors, we help you to see beyond your immediate financial concerns to achieve a long-term vision for your future. Request a free consultation through our website to learn more or call 970-626-3850 now to learn more.

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