Grothe Financial Services PC

Tax preparation in Bennett, CO (show on map)

5.0

★★★★★

1 reviews

Grothe Financial Services offers comprehensive tax and financial planning, including tax-efficient strategies, wealth management, retirement planning, and investment services.

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Call (303) 644-4600

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About

Grothe Financial Services is committed to your success by improving your tax position, capital position, business structure, and benefits packages. The firm offers tax planning, tax return preparation, wealth management, retirement planning, investment management, and financial planning tailored to individual goals.

Integration of tax and financial planning

QuickBooks support

Specialized estate planning services

Comprehensive insurance solutions

Services

Tax Planning and Tax Return Preparation

Provides strategic tax planning and professional tax return preparation services.

Wealth Management and Planning

Offers investment management, retirement accounts, and comprehensive financial planning.

Retirement Planning

Helps align retirement goals with current financial realities.

Investment Management

Provides management of various investment vehicles including stocks, bonds, IRAs, and more.

Insurance Planning

Offers a range of insurance products to protect clients from financial risks.

Estate Planning

Helps manage personal affairs during life and control wealth distribution after death.

Credentials & Certifications

FINRA Series 6, 7, 66

Colorado Insurance License #71965

CPA/PFS, CFP® (Lance Grothe)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the difference between a Traditional IRA and a Roth IRA? +

A Traditional IRA allows contributions to be tax-deductible, with taxes paid upon withdrawal. A Roth IRA requires contributions to be made with after-tax dollars, but withdrawals are tax-free.

How often should I update my estate plan? +

Estate plans should be reviewed regularly, especially after significant life events or legislative changes.

What types of insurance do you offer? +

We offer disability income insurance, life insurance, long-term care insurance, and other tailored insurance products.

Can you help with QuickBooks setup and support? +

Yes, we support QuickBooks users, Excel users, and Shoe Box users for bookkeeping and payroll services.

What is a Special Needs Trust? +

A Special Needs Trust helps care for a special needs child when the parent is unable to communicate, ensuring their healthcare wishes are carried out.

How do you manage digital assets in an estate? +

We provide guidance on safeguarding digital estates, including email archives, social profiles, and online accounts.