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Initial Consultation (Complimentary)
Schedule an initial consultation
Free · 1 hour
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Columbus Office Initial Consultation
Initial consultation at our Dublin, OH location: 1201 Dublin Rd Columbus, OH 43215
Free · 1 hour
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Cincinnati Office Initial Consultation
Meet with Darren Harp or Jerry Summers at our Cincinnati Office: 8044 Montgomery Road Suite 700 Columbus, OH . 45236
Free · 1 hour
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Telephone Discussion - 15 Minutes
Free · 15 minutes
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Financial Planning Appointment #1
Cash flow and financial goal planning
Free · 1 hour 30 minutes
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Life Goal planning
Review and planning of personal / family life goals
Free · 1 hour
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Initial 401(k) Plan Consultation
Free · 45 minutes
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Tax Preparation
Annual tax preparation meeting
Free · 1 hour
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Virtual Meeting / Telephone Consultation - 60 Minutes
Free · 1 hour
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Estate Planning
Review of estate plan and recommendations
Free · 1 hour
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Education Planning
Financial Planning discussions focused on college or post-graduate education
Free · 1 hour
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Annual Review meeting
Review of the past year and plan for the following year. Adjustments to your plan as necessary
Free · 1 hour
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Paperwork and Account Set-up Meeting
Finalizing agreements and establishing investment accounts (if applicable)
Free · 1 hour
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Riskalyze Review
Review of risk analysis and / or current portfolio
Free · 15 minutes
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Investment Custodian review
Free · 1 hour
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Technology, service and reporting review
Introduction to the various services that Artifex provides for your exclusive use as a client
Free · 1 hour
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Investment Strategy
Defining investment strategy and implementing recommendations
Free · 1 hour
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Artifex ESG Initial Consultation
60 minute complimentary discussion regarding Environmental, Sustainable and Governance (ESG) investing preferences
Free · 1 hour
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Tax Planning
Review of tax projections for the current year and recommendations
Free · 1 hour
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Retirement Planning
Establishing your retirement goals, resources, needs and investment recommendation
Free · 1 hour
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Insurance and Risk Review
Review of current insurance and analysis of need. Recommendations and strategy
Free · 1 hour
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One Hour meeting at one of our offices
Free · 1 hour
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One hour phone / web meeting
Free · 1 hour
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SmartVestor Pro Initial Consultation
Brief phone consultation to learn more about our SmartVestor Program
15 minutes
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Alexander Browning
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Darren Harp
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Doug Kinsey
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Jerry Summers
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