Artifex Financial Group

Sun
Closed
Mon
9:00 AM - 5:00 PM
Tue
9:00 AM - 5:00 PM
Wed
9:00 AM - 5:00 PM
Thu
9:00 AM - 5:00 PM
Fri
9:00 AM - 5:00 PM
Sat
Closed

Open today until 5:00 PM

Our Services

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

Our Staff

Alexander Browning
Darren Harp
Doug Kinsey
Jerry Summers
K
Kevin O'Connor