The operations manager exceeded… The operations manager exceeded expectations in handling my distribution request timely and accurate.

My Artifex experience After my wife and I's initial meeting with Doug and Darren we both knew this was a financial team we wanted to work with. There was no talk of get rich quick schemes, just a long term plan for our financial well being going into our retirememt years. They covered every aspect of our lives, a will for our assets, power of attorney for our health directives, and so much more. We felt like nothing was left out.They made sure we had copies of everything so we could give our grown children a copy so they knew what to expect if something were to happen.On a side note, when my father inlaw passed, they helped my wife through all of the unsettled paperwork that he had left undone. These guys are always willing to meet with you when something comes up and help you make the best decision possible. And last but not least these guys are trustworthy. I actually have a meeting scheduled with Darren to discuss how I am going to take my social security in April. There are several ways to collect it and he wants to go over all of my options so I can make the best decision for my wife and I. If your looking for a financial planner/ life planner, this is the group to call, you will not be disappointed.

Planning for our future retirement! Great assistance in guiding my wife and I from actively working everyday into early retirement. Helping us plan for our future financial needs with sound advice, direction, interviews, goals assessment, future dreams and a plan to get there.

My wife Gail and l needed a financial… My wife Gail and l needed a financial advisor. I was about to retire. I contacted Darren from your Oakwood office. He was very foreright and open describing artifice services and it's fiduciary principles. My wife and l set up meeting with Lex and Darren. We decided to sign on with artifice after interviewing two other financial service companies. We thought Darren and Lex were very professional, and liked how they made us feel comfortable with a very important decision. It is very stressful too choose someone to watch over your life savings. They both were understanding of our concerns. Gail and l were impressed with the approach Darren and Lex utilized to show us how your web design would develop our portfolio. The interpersonal tools designed to determine our risk tolerance and the tools to help us prioritize important personal character factors. This communication between Gail and myself goings through these exercises was very insightful. We also gained trust in Darren and Lex and the artifex approach in developing our portfolio. We look forward to meeting the rest of the artifex team and having a long successful partnership.

Professional Retirement Advice Retirement is a very personal decision. My wife and I felt we had saved sufficiently for retirement but recognized that professional guidance to better manage retirement spending would be beneficial. That led us to Artifex Financial Group. We could not have been happier with the decision. From the onset, The Artifex Group, and in particular our financial guide, Doug Kinsey, helped us navigate multiple scenarios to ensure good wealth management for the remainder of our retired life – into our late 90’s. By the time we settled on how best to distribute our assets, we had a solid financial plan along with active portfolio management provided by Artifex. Making decisions about money is as much emotional as cognitive. Artifex uses the sophisticated FinLife client experience website, to draw out not only where to put money, but why, how and what’s important to us. That’s very personal. The FinLife dashboard visually affirms all aspects of portfolio management in an easy-to-use portal. We, and our Artifex financial management team, are all connected through this single platform. We would highly recommend Artifex Financial Services to families needing a solid retirement strategy. And, because it’s a fee-based company, we trust the staff, like Doug, are working in our best interests, not others.