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Your Wealth Club Membership Guide
Welcome to a new concept in financial planning.
Wealth Club is the result of much planning, preparation, and technological investment at our firm, Artifex Financial Group. Since our inception, one of our goals has been to make financial planning and investment management easy, cost effective and accessible to anyone. As a truly independent, fee-only firm, Artifex works with clients of all levels of net worth and income across the United States. Our experience has shown us that there is a need for a streamlined program that includes education, basic financial planning, group virtual meetings, access to experienced and credentialed financial advisors, and sound, risk-managed investment services for people who do not need comprehensive planning services and intensive investment management.
That's Wealth Club. Exclusive content, education, simplified planing and effective invesment services delivered in a fun, understandable way. It's meant for those unique people who want to grow their wealth, but don't want to be shackled to the traditional ways of hiring a financial "advisor". As your needs change through the years, Wealth Club and Artifex will be growing right along with you and can always tailor more comprehensive servcies to your needs.
Why Wealth Club?
For many years, we've felt that the traditional approach to wealth management and financial planning services is broken, particularly for the middle class and people who are in their prime growth years. Many of us don't have the time to spend at a financial planner's office or to pay a fee structure that is basically an outgrowth of the insurance and investment firm model, which favors investors with high asset levels and discrimintates by charging fees and commissions that can vary by client for the SAME level of service. These factors led us to create a radical departure from the past - a flat fee structure for financial planning (optional tax preparation services are available for a reasonable charge) and a discounted asset management fee for investment management. You can rest assured that as a Wealth Club member, you will always get the best value for any of our services.
This, combined with exclusive content and educational briefings, will help you reach your most important financial goals.
What Your Wealth Club Membership Includes
For our entry-level fee of $50 per month, you will receive:
A welcome kit with recommended reading materials, to get you jump started on your personal financial planning Access to our easy-to-use, collaborative financial planning tool Initial planning discussion with a member of our team Wealth Club exclusive webinars and group conferences Guest speakers and special content Weekly updates Annual one-on-one review and planning discussion with one of our experienced financial planners Tax preparation and filing (optional - additional fee applies Investment management using our risk-managed portfolios (additional advisor fee of .50% of assets under management applies to the optional service).
Our Mission at Wealth Club
Provide a meaningful and fun educational experience to our members. Provide access to the experience, wisdom and expertise of our team. Assist our members in getting started with their personal financial planning and grow with them. Provide insight into the latest financial planning and investment concepts. Deliver a techologically advanced, effective financial planning and investment service at a reasonable price to people who do not desire or need intensive, complex or advanced wealth management services.
Again, welcome aboard! We look forward to working with you for many years to come.
Please contact Doug Kinsey, CFP®, AIFA®, CIMA®, Darren Harp, AIF®, Steve Grasso, or any other member of our team at info@club4wealth.com if you have any questions or concerns.
855.752.6644
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