Frank Vallera
GBPlanning 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.
Guy
GBARTIFEX has helped me and my family… With personable service, state of the art financial software, and sound advice I feel like Doug, Alex and the entire group have provided a financial plan geared towards my and my family’s needs. I strongly recommend this group.
Jay Brinker
GBAn Estate Planner's Big Thumbs Up Endorsement As an estate planning attorney, I have worked with Doug's clients for more than a year. I have always been impressed with the financial plans I have seen because they are detailed but very user friendly. I am also impressed with Doug's knowledge and attention to detail by making sure that his clients tend to their estate planning as part of their financial planning.
Tim Grimes
GBRaving 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.
Karen Ponder
GBMy Artifex experience After my wife and I's initial meeting with Doug and Darren we both knew this was a financial team we wanted to work with. There was no talk of get rich quick schemes, just a long term plan for our financial well being going into our retirememt years. They covered every aspect of our lives, a will for our assets, power of attorney for our health directives, and so much more. We felt like nothing was left out.They made sure we had copies of everything so we could give our grown children a copy so they knew what to expect if something were to happen.On a side note, when my father inlaw passed, they helped my wife through all of the unsettled paperwork that he had left undone. These guys are always willing to meet with you when something comes up and help you make the best decision possible. And last but not least these guys are trustworthy. I actually have a meeting scheduled with Darren to discuss how I am going to take my social security in April. There are several ways to collect it and he wants to go over all of my options so I can make the best decision for my wife and I. If your looking for a financial planner/ life planner, this is the group to call, you will not be disappointed.