Our unique process utilizes advanced tools and techniques that are academically proven and enable you to coordinate all aspects of your financial life. The end result is a financial strategy that is integrated with your lifestyle and personal objectives, no matter what stage of life you are in. Our goal is to provide you with a plan that is objective, comprehensive, and that streamlines your financial life.
If you are a business or professional practice owner, you may also be interested in the Artifex Business Intelliplan, which includes the following:
Your customized financial strategy may include:
The creation of an effective financial strategy is a result of an intelligent and robust process. We believe there is simply no substitute for diligence, testing, and re-testing various scenarios and solutions that are customized to each client's goals, resources, and characteristics, as well as general economic conditions. Artifex Financial Group's unique 6-step process ensures that your plan will be durable and specific to your needs.
We evaluate several components for a comprehensive wealth and / or retirement strategy:
The end result is a comprehensive plan that is integrated with all of your financial resources that will provide you comfort and confidence for the future.
Artifex Financial Group is a fee-only wealth management firm that was founded in 2007 by Doug Kinsey, CFP®, AIFA®, CIMA® and Darren Harp, AIF®. We focus on the financial planning, tax and investment needs of individuals and families in the central and southwest Ohio area.
We promise you straight talk, independent and objective advice, open access, the highest professional standards, and an excellent value for your money.
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