As you near retirement, you want to make the right financial decisions for you and your family. You shouldn't have to choose between creating a retirement plan that fits your needs and making new memories with your loved ones. You want to be confident that you're free to live the life you've always wanted to - without anything holding you back.
At Metanoia Financial, we're here to help. We know how to guide you through the sale of your business, maximizing your RSUs and options and even planning a date to retire comfortably. We're family people and business owners. We're committed to helping you honor your priorities, manage your assets, and structure a plan to bless your family for generations to come.
At Metanoia Financial, we're here to help. We know how to guide you through the sale of your business, maximizing your RSUs and options and even planning a date to retire comfortably. We're family people and business owners. We're committed to helping you honor your priorities, manage your assets, and structure a plan to bless your family for generations to come.
Services
At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.
All of your freetime is lost to diversifying your portfolio - reading about mutual funds, researching stocks and stressing about dips in the market. Instead of a blessing, managing your investments quickly becomes a burden. Once we know what you want out of your portfolio, we develop a customized strategy to help you get it.
Our retirement plans cover it all - investments, alternative income streams, tax planning and even health insurance. With everything taken care of, you're free to enjoy this year and your golden years. At Metanoia Financial, we believe the best retirement plan is the one that frees you up to live well, not just quit working.
There are too many tax codes to sort through, too many deductions to keep track of and too much money owed to the IRS. At Metanoia Financial, we make tax planning part of your financial strategy. We help you structure your investments and expenses in the way that helps you owe less and keep more. And because tax planning is woven into our suite of our year round financial services, you'll never be left hit with last minute surprises.
Metanoia is a Greek word that means "change of heart". It speaks to our personal faith in Jesus Christ and the transformation at the heart of our work - helping you go from stressed about financial decisions to experiencing financial peace and freedom to enjoy the things that matter most. A fiduciary advisor is the highest standard of loyalty and care.
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Nate Machowski
Nov 03, 2017
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