W A Draper
GBSix Month Review I appreciate the six month review cycle either winning or losing. Have me back in six months.
Joan Wire
GBexceptional service The Artifex Financial Group has been exceptional at meeting our needs over the years. Our recent meetings to discuss goals, both personal and financial, was helpful to gain better perspective of the "big picture" to meeting our objectives. We have complete trust in our advisor, Doug, and his team, to handle our finances with our best interest at heart.
Suzanne W.
GBWe sleep well in our early retirement with Artifex We have been working with the Artifex team for over 4 years when we began early retirement. They have been invaluable in helping to develop and manage our retirement investments especially through the rollercoaster of 2020. The team is friendly, down to earth, knowledgeable, responsive and current with trends and tools.
Mark Asnen
GBTrue partners and advisors for life and wealth planning My wife and I have been with Artifex and Doug Kinsey since 2009. After the recession we wanted to partner with a fiduciary advisor who would listen to our life goals and take the emotion out of investing. We felt Doug truly listened to us and would be there to not only develop a comprehensive plan but also to bounce ideas off of and be there as a true counselor. Doug understands our risk tolerance, life goals and needs and our plan reflects such. Doug has been there through life's ups and downs always providing thoughtful counsel while making any plan changes that are needed. The Artifex budget and financial tools have evolved over the years and now their new tool reflects real time information . We can view how our personal and financial goals match and make adjustments as needed. We highly recommend Artifex and Doug Kinsey to work in a clients best interest using a collaborative approach.
Karen Ponder
GBMy 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.