Artifex NeXT Brochure

T h e Sol u ti on f or Gr ow i n g an d M an agi n g En t r ep r en eu r i al W eal th Fee-Only Private Wealth and Business Advisors Since 2007

ar t if exf in an cial.com 855.752.6644

You ow n a bu sin ess or pr of ession al pr act ice Like many of us, you spend your days working in and on your business. Working with staff, vendors, and customers. Your business or professional practice represents a significant portion of your personal wealth. But do you know what the value of your business is? Do you have a plan to maximize that value? Is it accurately tracked within your family's overall wealth management plan? Is there a strategy in place to realize the value of your business at a future point in time?

These are common and important issues that are shared by anyone who has spent the time and resources to create a sustainable enterprise, yet very few entrepreneurs have the direction and guidance to accomplish their personal financial goals in a comprehensive, integrated way.

As an independent, fee-only wealth management firm, we work with individuals and entrepreneurs to create and manage their overall wealth. We've seen the obstacles that successful wealth creators face when trying to establish a road map for the future.

That's why we created Artifex NeXT, our comprehensive, integrated planning solution to help you maximize your business value, create a successful future transition, and to seamlessly coordinate your business and personal financial planning goals.

We've combined the resources of our Artifex Intelliplan business planning service with Artifex Blue, our comprehensive personal financial management service to provide you with the best of both worlds, for one convenient fee.

Ou r Solu t ion - an in t egr at ed syst em f or bu sin ess an d per son al w ealt h m an agem en t

Our GuideCenter is your family's hub for all things financial, incorporating the elements of your personal and business assets.

Within GuideCenter, the Priority Action List, Financial Control Scorecard, and Investment ViewFinder provide a quick method of monitoring and managing your family's complete financial picture.

Artifex Blue includes personal tax preparation and planning, investment management, risk and insurance consulting, estate planning and other necessary servcies.

The business value is established within our Intelliplan system, followed by our ValueBuilder program to enhance the value of your business and plan for a successful exit strategy by realizing your personal goals relative to your business or practice.

Wit h Ar t if ex NeXT, you 'll r eceive t h e f ollow in g ben ef it s -

A dedicated team of tax, investment, business, and financial planning specialists to support your personal wealth management strategy.Our team is comprised of CFP's, Tax specialists, Certified Investment Management Analysts, and risk consultants.

Additionally, our founding partners have advanced degrees in process improvement and strategy from The Ohio State University and Harvard University.

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Additional resources and support provided by Goldman Sachs Personal Financial Management, a world-leader in investment, technology, and capital resources.

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An objective, independent approach that is not conflicted by outside incentives, such as product commissions or payments from product sponsors.

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Artifex Financial group is a client fiduciary and we are members of NAPFA, the National Association of Personal Financial Advisors so your interests always come first.

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We have focused our energies and investments in technology, staff, and resources to make your life easier and well-coordinated.

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You can meet with us at your business, one of our offices in Columbus, Dayton, or Cincinnati, or virtually utilizing our first-class web conferencing systems.

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Artifex Financial Group is an independently registered advisor with the SEC with a clean compliance history.

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You'll achieve peace of mind knowing that your Artifex team is orchestrating all of the moving parts of your financial life and acting as the personal CFO for your family.

Resou r ces t o lear n m or e

View t h is qu ick video on t h e pow er of t h e Gu ideCen t er an d h ow it h elps ou r clien t s gain con t r ol of t h eir f in an cial llives.

Lear n abou t t h e pow er of ou r Valu e Bu ilder pr ocess t o in cr ease t h e valu e of you r bu isn ess an d cr eat e a su ccessf u l t r an sit ion st r at egy.

Ou r Fou n din g Par t n er s Dar r en Har p, AIF速 Darren has been in the financial services profession for over 20 years. Before co-founding Artifex Financial Group in 2007, he served various roles in the Private Wealth Management Groups at Fidelity Investments and Fifth Third Bank in the Washington D.C., Cincinnati and Dayton, OH markets. Darren is experienced in retirement income planning, tax planning, and business process improvement.

Darren holds a Bachelor of Arts degree from Miami University at Oxford, Ohio, and a Master of Business Operational Excellence from the Fisher College of Business at The Ohio State University. He also holds the Six Sigma Black Belt Certification.

In his free time, he enjoys Buckeye football and basketball, Blue Jackets hockey, golf, spending time with his wife, Kelly and their nieces, and learning new ways to help businesses grow. He is a member of The Ohio State University Buckeye Club and TPC Rivers Bend Golf Club.

Dou g Kin sey, CFP速, CIM A速

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Doug has over 25 years in financial services and has been a CFP速 certificant since 1999. Additionally, he holds the Certified Investment Management Analyst certification from the Investments and Wealth Institute.

He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program.

Doug earned his Master of Liberal Arts degree in Strategic Management from Harvard University.

In his free time, Doug enjoys boating, fishing, golf, cycling, reading, OSU sports, and Blue Jackets hockey. He is a supporter of The Ohio State University, Harvard University, and the Ohio University Bobcat Club. He is a member of the Harvard Varsity Club, Harvard Alumni Clubs of Columbus and Cincinnati, the Harvard Club of New York, and several local business organizations, including the Columbus Metropolitan Club.

Doug's wife, Rebecca Butler is the Exectuvie Vice President of Columbus State Community College, and they split their time between Dayton and Columbus, Ohio.

Abou t Us

Watch this brief video about our commitment to serving as a fee-only fiduciary for our clients.

Artifex Financial Group is a fee-only wealth management firm that was founded in 2007 by Doug Kinsey, CFP®, CIMA® and Darren Harp, AIF®. We focus on the financial planning, tax and investment needs of individuals, families and business owners in the central and southwest Ohio area.

We promise you straight talk, independent and objective advice, open access, the highest professional standards, and an excellent value for your money.

Artifex Financial Group is an independent affiliate of FinLife Partners, a division of Goldman Sachs Personal Financial Management