Qualifications:
American Institute of CPAs

Personal Financial Specialist (PFS)

Chartered Financial Consultant (ChFC)

Licensed Certified Public Accountant in the State of Colorado.
Individual services include the following:

Tax Preparation and Planning

We will not only prepare your taxes, but will look for ways to reduce your tax liability through tax planning and review. When preparing your tax returns, we  also will look at prior year returns to determine possible errors that may have cost you money. We can help you with every aspect of your tax preparation and planning. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service. 

Wealth Management

Wealth management services focus on assisting clients with accumulation and conservation of resources to accomplish ongoing objectives. These objectives usually change over time and it is imperative they be reviewed regularly to ensure your goals are being met.

Retirement Planning

We will help you determine if you have enough resources to meet your future retirement needs. After we have created a plan, we then will help you monitor your progress.

Cash Flow Analysis and Budgets

If you have problems saving for the future or meeting your monthly expenses, we can design a budget to meet your goals.

Debt Management/Analysis

Debt management can be a simple answer to solve existing financial strain as a result of carrying too much debt. We will create a plan to help you reduce your debt and improve your net worth.

Education Planning

If you have children, we can determine the needs required and the resources necessary to provide funds for their education. There are a variety of options available to help you meet your education goals.

Insurance Planning

Insurance planning is a vital element to your overall financial plan. We will evaluate your current coverage to determine adequacy and exposure to certain risks. In addition, we will look for ways to reduce your insurance premiums without compromising your coverage.

Behavioral Finance

Planning for your future involves more than just dollars and cents. We look at not only the bottom line, but behavioral issues that influence financial decisions. By looking at what causes certain habits, we can further assist you in meeting your financial goals. Each person has a unique money personality.

Other Specialized Services

We can provide services that are not considered typical. Contact us with questions.

Business services include, but are not limited to:

General business advice
Start-ups
Cash flow analysis and budgets
Internal control analysis and recommendations
Assistance with hiring key personnel
Operations review

By proactively working together , we can help you determine the most appropriate strategies to accomplish your business and personal financial goals. We strive to do our best to be responsive to your financial needs, and stay in touch with you during difficult as well as favorable economic times.




"...Responsive, professional and accessible. Mason's value-based approach is unmatched in the industry."

Greg B., Denver


"...Extremely knowledgeable, insightful, and thorough."

Rita S., Broomfield


"I am on course to a bright financial future!"

Jeff M., Arvada


"Mason has been a sure and steady guide in helping me to build my business."

Jean D., Wheat Ridge



5805 Carr Street, Ste. 1
    Arvada, Colorado 80004
(303) 424-2846
Email: mason.advisor@gmail.com
Mason J. Krangle, CPA, PFS, MBA, ChFC

Certified Public Accountant and Financial Consultant
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Services

Tax Preparation and Planning
Wealth Management
Retirement Planning
Cash Flow Analysis and Budgets
Debt Management/Analysis
Education Planning
Insurance Planning
Behavioral Finance
Other Services
Business Services
International Consulting


Clients

Individuals
Businesses