Broker Check
Strategy to Support You The Road Ahead A Personal Touch Planning for Happiness
 

Blog

 

What is Metis?

 

Risk Analysis

 

Metis Cares

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


Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!


Helpful Content

Should You Tap Retirement Savings to Fund College?

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

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Suddenly Single: 3 Steps to Take Now

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

View all videos arrow