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Where did the inspiration come from for Metis and what does it mean?Learn More
What is Metis?
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Wise Counsel for an Inspired Life
You have worked hard. You have saved, made smart investments and provided for your family. You have tried to do everything right but you are unsure if you are on the right path or want to go to the next level. At Metis Financial Group we work with people just like you: successful, intelligent, hard-working providers who want the best for their families. People who want to take control of their finances. People who want a partner to take critical steps toward financial independence.
At Metis Financial Group, we specialize in complete, customized financial planning through LPL Financial. Our strategy is simple: we take the time to get to know you, and to understand your dreams, hopes and plans for today and the future. Together, we craft a financial strategy that enables you to enjoy the rewards of your hard work today while preparing you for the days ahead. Our goal is to help you feel confident in all your financial decisions.
Located in the Western Wealth Advisors office in Denver West near Golden, Metis Financial Group offers the full range of financial services.
One of the best gifts that you can give yourself, and your family is a clear financial plan. Time flies, and we owe it to ourselves and the people we love to have a comprehensive strategy toward financial independence. Let's get started today!Contact Us
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Important items to consider when purchasing condo insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
How to help determine life insurance needs to provide for your family after you pass away.
Good employee health can be great for the company’s bottom line.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you found yourself suddenly single? Here are 3 steps to take right now.