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.

VERY HELPFUL IN ANSWERING TAX QUESTIONS -

exceptional 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.

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.

True 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.