Artifex Financial takes your financial and personal health seriously. We have been here for you during the COVID-19 pandemic and will be as the state of Ohio begins to re-open.
Artifex will be following the state’s Responsible Restart Ohio guidelines for general businesses ( coronavirus.ohio.gov ) and adhering to the recommended guidelines.
What does that mean for our clients? You can be assured that the Artifex team is conducting daily health assessments of our workforce; if requested, we will be wearing masks during our in-office client meetings (and we have a supply of masks if you would like to wear one); and will be exercising great care to ensure social distancing.
One of our hallmarks has been and continues to be personalized wealth management services. We know its important to have meetings to discuss your investments and planning, and are happy to meet with you in person if you like, but will limit the numbers of people at client meetings to the client and a spouse or immediate caregiver. If more family members wish to be available for the meeting, we can arrange a Zoom meeting or conference call with those additional family members.
Before you visit our offices, we ask that you do the following:
Take your temperature before coming to the office. Please reschedule your appointment if your temperature is 100.4⁰F or higher.
Bring your own mask, if you desire to wear one.
Let us know in advance if you want us to wear masks during the meeting. We are happy to wear a mask for you.
Wash or sanitize your hands before entering the office. A hand sanitizing station is near the main entry, and restrooms are located near our suite entrance.
Wait two weeks before coming to the office if you have traveled out of state.
Upon arriving at our office:
After you leave our office, we will:
Thank you for your assistance and cooperation. We're in this together.
We also have a robust set of tele-meetings and appointments available using the Zoom platform. If you would like more information on how to safely and effectively use Zoom, and ensure system compatibility, please contact Kevin or Lex in our office and they will assist you. We have used web conferencing technologies such as Zoom for several years now, and have found that it can really increase the convenience and efficiency of meetings.
To say that these past months have been unsettling is an understatement. But what you can be sure about is the ongoing commitment from our team to provide you with a suite of services that protects not only your investments, but your health.
Please reach out to any of our team members at 855-752-6644 or admin@artifexfinancial.com with any questions or concerns.
If you'd like to schedule a meeting with any of our team, you may do so here:
--Your Artifex Financial Group Team
Artifex Financial Group is a fee-only wealth management firm that was founded in 2007 by Doug Kinsey, CFP®, AIFA®, CIMA® and Darren Harp, AIF®. We focus on the financial planning, tax and investment needs of individuals and families 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.
Learn more here