Our unique and easy to use tool will
give you a quick and accurate analysis
of your current portfolio and help you
to create an optimal strategy for you.
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We are a Fee-Only financial planning and investment firm with offices throughout Ohio. Our founders and staff have many years of experience providing advice on an individualized basis. In addition, we have always consulted with corporations on their 401(k) plans, and have been troubled by the quality and unavailability of first-class advice to the people most vested in the success of the plan - the individual participants. Most traditional 401(k) providers are NOT fiduciaries, and do not provide objective, knowledgeable individual advice.
We do, and we are constantly developing new tools and methods to improve the experience for the participants. If we work with your plan at the sponsor level, some or all of these services may be included, if not, we will create a cost-effective solution for you.
Register here and we'll get you set up for your trial:
By Artifex Financial Group
BRINGING THE FUTURE OF 401K DESIGN TO YOU TODAY
Doug Kinsey, CFP, AIFA and Darren Harp, AIF talk about the value of fiduciary advice
Use our secure online questionnaire to get
started on your complimentary financial planning evaluation. We'll contact you once you begin.
Artifex Financial will provide you with a personal investment plan and quarterly allocation recommendations based on the options available to you. We'll do the heavy lifting for a very reasonable quarterly fee*. Try it out for 30 days at no risk!