Less Worries.
More Memories.

With a financial advisor families trust.

Tax
Planning

Build the Stress-free Retirement You Deserve

As you near retirement, you want to make the right financial decisions for you and your family.

But trying to make those decisions alone is stressful.

After a lifetime of saving and investing to build your nest egg, today you may ask:

“Will I have enough to sustain my ideal lifestyle?”
“Will I be able to cover emergencies or health care issues?”
“Will I provide a financial legacy for my children and grandchildren?”

You shouldn’t have to choose between creating a retirement plan that fits your needs and making new memories with your loved ones.

Are you ready for a plan you can stand behind? Schedule your intro call today.

Helping You Make the Right Financial Decisions.

Time and Time Again.

You should be free to live the life you’ve always wanted to — without anything holding you back.

But there are still so many big financial decisions to make.

At Metanoia Financial, we serve as your Personal CFO. We know how to guide you…

We implement and steward your complete financial life plan. We’re family people and business owners… You provide the vision. We provide the stewardship.

Invest and Plan the Right Way

You shouldn’t have to stress yourself over big financial decisions. We help you create a financial life plan that works with your needs to make sure you’re covered now and tomorrow.

A wise retirement plan is one that covers every scenario. With long-term care strategies that include estate planning, we make it easy to pass on your legacy.

We’re experts at buying and selling investments. But the real magic is crafting an investment strategy that helps you live out your dream retirement.

Taxes don’t have to be stressful. We help you save on your taxes, so you maximize your investment potential and avoid unnecessary headaches.

I have been working with Bobby for over 10 years now. I am amazed at his expertise, his caring and his dedication to me as a client and to excellence. Bobby is never rushed, he listens and genuinely cares about me, my concerns and my success. This is so rare to find and has proven immensely helpful fo my growth personally and financially. Thank you Bobby for doing amazing work and for being you!

After extensive research and prayer, we found Metanoia. Upon our first meeting with Bobby, we clicked immediately! He had a keen sense of our retirement goals, and helped us to achieve them earlier than we originally anticipated. Trust and confidence in Bobby and his team gives us peace of mind.

Bobby is a strong financial counselor for us, meeting our needs as we plan for our retirement. He is knowledgeable, creative, and understands our goals. His advice is helping to position us for a solid financial future.

A few things I have valued about working with Bobby, is he is NOT pushy, focuses on my goals, not his; his expertise gives me peace of mind while growing my bank account and saving taxes; and lastly I completely trust him (a huge requirement). He is easy to get a hold of and always willing to make time for me.

We’ve worked with Bobby for over 5 years now and he has been a tremendous financial steward for our future success. We have two young children and with Bobby’s leadership and advice, we are now set up to save and plan for our children’s future in education as well as our own retirement aspirations. His easy going style and ability to listen to our goals provides that sense of comfort you can trust in as a financial advisor. He is always available to meet and discuss possible life events such as travel, long term purchases, evolving retirement goals, and our annual benefit selections through our employers. Thank you for all you do for our family.

Trust is made up of character and competence and, as we were choosing our financial advisor, both were at the top of our evaluation list. Bobby has exceeded both of these over the last 7+ years of us working together. Not only has he helped us achieve our personal and professional goals, we also know he has our best interest in mind and that our objectives are aligned. Bobby has become an extension of our family and business and we would highly recommend his services to anyone interested in developing a true partnership with their financial advisor.

All testimonials are based on the unique experiences of current, active clients. All testimonials were provided without cash or non-cash compensation. All clients have unique situations and experiences, accordingly, client results may vary.

How to Set Yourself up for the Perfect Retirement

Schedule Your Intro Call

Talk to us about your ideal financial future in a brief, 20-minute introductory call where we’ll determine if we’re a mutual fit.

Build Your Strategy

Together, we’ll design a confident, secure plan that manages risk and helps you meet your financial goals.

Spend Time with Those You Love

With a trusted advisor in your corner, even your most delicate financial decisions are in good hands. That means less time worrying about money, more freedom with your family.

Let us help put your vision into action. Let’s get started.

The Metanoia Commitment: Your Long-Term Financial Partner

We’re in this for the long-term — not just today but through your retirement and beyond. As a fiduciary financial advisor, we operate on a fee-only basis, so you can always trust us to invest with your best interests at heart. Whatever your financial needs, we’ll be there to meet them.

Investment Management
Insurance Planning
Estate Planning
Wealth Protection
Social Security Optimization
Medicare Consulting
Debt Management
Liquid Savings

Retirement Income Planning
Tax Planning
Cash Flow Management
Charitable Giving
Pension vs. Lump Sum
Long Term Care Planning
College Planning
Legacy Planning

Equity Compensation Planning
RSUs and PSUs
Stock Options
Employee Stock Purchase Plans
Buy-Sell Agreements
Business Consulting
Business Exit Planning

Schedule your Intro Call today and experience the confidence of a financial plan that will bless your family for generations.

With a values-based approach, we’ll help you make the investments your family needs.

Less Worries.More Memories.