Intelligent financial planning.

Learn more about the Artifex Intelliplan Process

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:

• An initial business valuation that is updated annually and incorporated into your personal financial plan.
• A personal / family Intelliplan
• Business 401 (k) or pension strategies that help you maximize your personal wealth.

Your customized financial strategy may include:

• Retirement Planning - Asset sufficiency, funding, distribution, location and tax reduction.  Social Security & pension maximization strategies.
• Education Planning - Understanding the various options, financial aid, college choices.
• Insurance & Risk Management - Review, competitive quotes, determining the appropriate amount and type of coverage.
• Estate Planning - Tax and probate cost minimization, asset protection, distribution and coordination
• Charitable - Personal or public foundation establishment, management and funding.
• Goal Setting - Developing personal and financial goals for yourself, your business and your family.
• Cash management - Establishing practices and procedures to most effectively handle necessary distributions pre and post-retirement.
• Investment Strategy and Management - Creating and managing your various assets and accounts in a cost-effective, efficient manner.
• Tax Services - We integrate comprehensive tax planning and preparation for the majority of our clients.  This is an often-overlooked component of financial planning and one where real opportunities can be uncovered for cost savings and wealth enhancement.