Six Month Review I appreciate the six month review cycle either winning or losing. Have me back in six months.

Working with Artifex has been great for… Working with Artifex has been great for our family. Jerry is always looking out for what is best for our situation. One of the things we really appreciate is how he always takes the time to make sure we fully understand what is happening and why. If I ever have any questions I always get a response within the same day, which I dont ever really expect to happen. I would 10/10 recommend Artifext to anyone looking for a complete financial advisory team.

Helpful and Responsive Very helpful in dealing with my many questions and issues. Always very responsive even in the evenings and weekends. The market has been terrible, but they have navigated our investments wisely to protect and maintain our assets.

Raving Fan of Artifex My wife and I have been clients of Doug and Artifex for many years. Doug and Artifex have been with us as the seasons have changed in our lives; making sure we had enough life insurance; making sure there were funds for college; and now making sure our financial goals align with our retirement plans. Not only are Doug and the entire Artifex team a pleasure to work with, they are now using a tool (FinLife Guide Center) that has taken our financial planning to the next level. Doug and his staff walked us through a series of questions to help us better understand our needs and wants in retirement; our tolerance for risk; and provide a real time gauge of how our results compare to our expectations. The tool allows us to see our returns and net worth in real time and can be used to easily make adjustments as needed. It is reassuring to my wife and me that Doug and Artifex invest in tools that allow us to have piece of mind. I would highly recommend Doug and the Artifex team to anyone looking for an advisor that will partner with you and be with you every step of your journey.

Planning for our future retirement! Great assistance in guiding my wife and I from actively working everyday into early retirement. Helping us plan for our future financial needs with sound advice, direction, interviews, goals assessment, future dreams and a plan to get there.