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.

The operations manager exceeded… The operations manager exceeded expectations in handling my distribution request timely and accurate.

True partners and advisors for life and wealth planning My wife and I have been with Artifex and Doug Kinsey since 2009. After the recession we wanted to partner with a fiduciary advisor who would listen to our life goals and take the emotion out of investing. We felt Doug truly listened to us and would be there to not only develop a comprehensive plan but also to bounce ideas off of and be there as a true counselor. Doug understands our risk tolerance, life goals and needs and our plan reflects such. Doug has been there through life's ups and downs always providing thoughtful counsel while making any plan changes that are needed. The Artifex budget and financial tools have evolved over the years and now their new tool reflects real time information . We can view how our personal and financial goals match and make adjustments as needed. We highly recommend Artifex and Doug Kinsey to work in a clients best interest using a collaborative approach.

An 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.

VERY HELPFUL IN ANSWERING TAX QUESTIONS -