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An Investment Advisory & Wealth Management Firm

Metatrends, LLC is an independent Registered Investment Advisor providing investment advice and management, along with financial planning for individuals, families, corporate pension and profit sharing plans, trusts, and estates.

We work with you to establish a long term relationship based on trust to help you and your family reach your goals.

Describes financial burdens associated with end-of-life care and funerals.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Reviews annual enrollment dates and options for Medicare participants.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck