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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!

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Helpful Content

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To choose a plan, it’s important to ask yourself four key questions.

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What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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It's important to make sure your retirement strategy anticipates health-care expenses.

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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For some, the social impact of investing is just as important as the return, perhaps more important.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator helps estimate your federal estate tax liability.

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This calculator demonstrates the power of compound interest.

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Estimate how much you have the potential to earn during your working years.

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Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should I Invest In REITs?

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