Book an appointment

Initial Consultation (Complimentary)

Schedule an initial consultation

Free · 1 hour

Columbus Office Initial Consultation

Initial consultation at our Dublin, OH location: 1201 Dublin Rd Columbus, OH 43215

Free · 1 hour

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

Telephone Discussion - 15 Minutes

Free · 15 minutes

Financial Planning Appointment #1

Cash flow and financial goal planning

Free · 1 hour 30 minutes

Life Goal planning

Review and planning of personal / family life goals

Free · 1 hour

Initial 401(k) Plan Consultation

Free · 45 minutes

Tax Preparation

Annual tax preparation meeting

Free · 1 hour

Virtual Meeting / Telephone Consultation - 60 Minutes

Free · 1 hour

Estate Planning

Review of estate plan and recommendations

Free · 1 hour

Education Planning

Financial Planning discussions focused on college or post-graduate education

Free · 1 hour

Annual Review meeting

Review of the past year and plan for the following year. Adjustments to your plan as necessary

Free · 1 hour

Paperwork and Account Set-up Meeting

Finalizing agreements and establishing investment accounts (if applicable)

Free · 1 hour

Riskalyze Review

Review of risk analysis and / or current portfolio

Free · 15 minutes

Investment Custodian review

Free · 1 hour

Technology, service and reporting review

Introduction to the various services that Artifex provides for your exclusive use as a client

Free · 1 hour

Investment Strategy

Defining investment strategy and implementing recommendations

Free · 1 hour

Artifex ESG Initial Consultation

60 minute complimentary discussion regarding Environmental, Sustainable and Governance (ESG) investing preferences

Free · 1 hour

Tax Planning

Review of tax projections for the current year and recommendations

Free · 1 hour

Retirement Planning

Establishing your retirement goals, resources, needs and investment recommendation

Free · 1 hour

Insurance and Risk Review

Review of current insurance and analysis of need. Recommendations and strategy

Free · 1 hour

One Hour meeting at one of our offices

Free · 1 hour

One hour phone / web meeting

Free · 1 hour

SmartVestor Pro Initial Consultation

Brief phone consultation to learn more about our SmartVestor Program

15 minutes

Alexander Browning

Darren Harp

Doug Kinsey

Jerry Summers

K

Kevin O'Connor