Schedule an initial consultation
Initial consultation at our Dublin, OH location:
1201 Dublin Rd
Columbus, OH 43215
Meet with Darren Harp or Jerry Summers at our Cincinnati Office:
8044 Montgomery Road
Suite 700
Columbus, OH . 45236
Cash flow and financial goal planning
Review and planning of personal / family life goals
Annual tax preparation meeting
Review of estate plan and recommendations
Financial Planning discussions focused on college or post-graduate education
Review of the past year and plan for the following year. Adjustments to your plan as necessary
Finalizing agreements and establishing investment accounts (if applicable)
Review of risk analysis and / or current portfolio
Introduction to the various services that Artifex provides for your exclusive use as a client
Defining investment strategy and implementing recommendations
60 minute complimentary discussion regarding Environmental, Sustainable and Governance (ESG) investing preferences
Review of tax projections for the current year and recommendations
Establishing your retirement goals, resources, needs and investment recommendation
Review of current insurance and analysis of need. Recommendations and strategy
Brief phone consultation to learn more about our SmartVestor Program