Certified Public Accountants

Mosford, Barthel & Co., PLC.

Mosford, Barthel & Co., PLC. is a local accounting firm with offices located in Monticello and Elk River, MN.  The firm was founded in 1976 by Bob Mosford, CPA/PFS, and has continued to grow along with Monticello, Elk River, and the surrounding communities.

Retirement Planning Needs

 

The main goal of retirement planning is to provide you and your family with enough financial resources to live comfortably after leaving your job, oftentimes in the same manner in which you lived prior to retiring.  Usually, this includes Social Security payments, employer retirement plan funds, investments and savings.

Complicating retirement planning is that many people are also occupied with college education costs for their children and assistance to their aging parents.  Thus, they are often referred to as the "sandwich" generation.

To help you plan for a comfortable retirement and still maintain other important obligations, the professionals at Mosford, Barthel & Co., PLC. provide simplicity, organization, guidance and understanding to make sure this happens.

Here are some areas we cover:

 

¨ Setting retirement goals

¨ Evaluating retirement sources

¨ Comparing retirement resources with anticipated needs

¨ Reviewing IRA, 401(k), 403(b) and other retirement planning options

¨ Evaluating long-term care, disability and other insurance needs

¨ Evaluating investment diversification

 

If you need advice on how to develop a retirement plan that will stay on track, call us at either of the offices listed to the left.

Monticello Office:

305 Cedar Street, Suite 201

Monticello, MN 55362

Tel: (763) 295-4800

Fax: (763) 295-4804

 

Elk River Office:

812 Main Street, Suite 210

Elk River, MN 55330

Tel: (763) 441-1384

 

Email: amoll@mbcocpa.com

 

Directions:

Select office location below for Mapquest directions:

· Monticello

· Elk River

To contact us:

Copyright © 1999-2008 Mosford, Barthel & Co., PLC.