A lifestyle and financial blog with words of wisdom from Kim.Learn More
What is Metis?
Where did the inspiration come from for Metis and what does it mean?Learn More
What is Metis?
Take this short quiz to see if your investments are in alignment with your risk tolerance.Learn More
We're passionate about being involved in and supporting our community. Learn how Metis cares...Learn More
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
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five strategies for managing your student debt.
Understanding the value of a home warranty.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For many, retirement includes contributing their time and talents to an organization in need.
Apps that help small business owners better manage and grow their business.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investors seeking world investments can choose between global and international funds. What's the difference?