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What is Metis?
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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Do you have an estate strategy? You should.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Marriage changes everything, including your insurance needs.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
What if instead of buying that vacation home, you invested the money?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.