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.
Newsletters
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?