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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 security.

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 Signature Center 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 security. Let's get started today!

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Helpful Content

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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Volunteering in Retirement

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For many, retirement includes contributing their time and talents to an organization in need.

 

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Will Power

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

And the Executor Is

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This questionnaire will help determine your tolerance for investment risk.

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This calculator helps estimate your federal estate tax liability.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Do You Feel Lucky?

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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