David, Wood

Welcome to Artisan Square Financial Group, where we are dedicated to crafting custom retirement strategies for our clients, helping them feel confident as they journey to and through retirement. Our team of industry experts brings decades of combined experience in financial planning and investment management. We understand the complexities of the financial world and are prepared to guide you through it, empowering you to make informed decisions that lead to confidence in your future.

We offer a complimentary, no-obligation consultation to determine if we're the right fit for you. We'll meet remotely via Zoom for 15-30 minutes to discuss your financial situation and explain how to move forward in a Client-Advisor relationship. Our ultimate goal is to help you take care of yourself and your family, learning more about your personal situation, identifying your dreams and goals, and understanding your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Services

At Artisan Square Financial Group, we offer a range of services designed to help you feel settled financially and confident in your future. Our services include:

• *Retirement Income Strategies*: We understand that retirement is your most important financial milestone. That's why we offer personalized strategies designed to create durable and inflation-adjusted income for a stress-free retirement. Our goal is to help you grow and protect your wealth to live your best life while monitoring your progress toward your financial goals to keep you on track.

• *Wealth Management*: We offer portfolio construction and risk management services to help you manage your wealth effectively. Our team will work with you to create a diversified portfolio that suits your risk tolerance and investment goals.

• *Tax Optimization Strategies*: We believe that tax optimization is crucial to getting the most from your resources. Our team will work with you to develop tax-efficient strategies that help minimize your tax liability and maximize your returns.

• *Estate & Legacy Strategy*: We offer estate and legacy strategies designed to help you protect your assets and transfer them to the next generation. Our team will work with you to develop a comprehensive plan that addresses your unique needs and goals.

• *Asset Map*: We offer a personalized Asset Map designed to help you visualize your financial situation and identify areas for improvement. Our team will work with you to create a roadmap that helps you achieve your financial goals.

Who We Serve

At Artisan Square Financial Group, we serve the needs of affluent individuals and families who want to collaborate with a trusted financial advisor to navigate the complexities of financial planning. We specialize in working with:

• *Pre-Retirees & Retirees*: We provide personalized, ongoing financial planning and investment management to individuals nearing retirement so that they can have confidence that their retirement income will last a lifetime.

• *Small Business Owners*: We support small businesses and solopreneurs through comprehensive planning, providing strategies that help them manage their wealth and plan for the future.

• *Working Professionals*: We help working professionals make their money work for them and track their progress toward their goals.

• *Independent Women*: We understand the unique needs of independent women and empower them to manage their finances effectively.

At Artisan Square Financial Group, we are committed to helping you feel settled financially by designing and implementing smart strategies that cater to your unique circumstances and desires. Contact us today to schedule a complimentary consultation and take the first step toward financial confidence.