By Artifex Financial Group
BRINGING THE FUTURE OF 401K DESIGN TO YOU TODAY
Schedule a 15 minute discussion with our
Director of Institutional Consulting - Darren
Harp. With over 15 years of experience,
he'll help you determine the best course of
action for your firm
Our team will meet with you to review our report and recommend next steps for consideration. From that point forward, we'll take care of the heavy lifting...you'll see that it's good to have an experienced team of fiduciary advisors on your side.
We've streamlined the process to prepare
for our first in-person meeting (or teleconference). The following documents will give us a jump start on your plan review:
401(k) By Design and Artifex Financial Group value the confidentiality of your information. Let's get it in writing.
We'll review your information and prepare a
report and recommendations.
Now may be a good time to review our
Form ADV II, if you haven't already.
You can access it here:
Your place or ours, or via teleconference. Your preference.