Services Offered
Retirement Planning
Personalized strategies to help you plan for retirement, including budget analysis and goal-setting for financial security.
Estate Planning
Comprehensive oversight and advice on estate management, ensuring all facets of your finances and legacy are protected.
Tax Consultation
Expert guidance on complex tax and trust issues to optimize your financial situation and minimize liabilities.
Debt Management
Proactive advocacy and tools to improve credit scores, manage bills, and reduce debt for better financial health.
Financial Roadmap Service
Tailored sessions to develop a specific plan for your financial future, with flexible homework and ongoing support.
Reviews
5(5 reviews)
Rating Distribution
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A
Alix M
via Google
about 1 year ago
As part of Artica's Roadmap Service Kassi Fetters listened carefully to our goals, questions, and concerns before helping us develop a plan for our financial future. We appreciated her practical perspective and willingness to be flexible with our needs and comfort level. We met over a period of several months, each time leaving with homework to take care of before our next meeting. By the end, we had a specific plan and tools to continue experimenting with different retirement dates and budgets. Kassi was trustworthy and hardworking - always following through on her commitments and being respectful of our time.
R
Rogervia Google
about 1 year ago
I’m highly satisfied with Kassi’s comprehensive oversight, advice and proactive advocacy. ‘No stone left unturned’ best describes what she’s done for me, and it has cost a pittance compared to what I’ve gained by her work. She’s uncommonly attentive in communications, and her in-person sessions are a master class in all facets of finances and estate planning.
L
Lamond Venningvia Google
over 3 years ago
We have worked with Kassi for a little over five years now and I wouldn't have anyone else handle my finances!! Haven't had to worry about a bill being paid since starting with her and we have savings! Credit score shot up thanks to the work she put in! Couldn't be happier! Plus, she gets along with my wife so that is a plus!!
M
Missy Kaiservia Google
over 3 years ago
"I have worked with Kassi on my business and personal finances for over five years now. She is reliable and knowledgeable. I would recommend her to anyone who is looking to improve their finances."
B
Bryan Haugstadvia Google
over 3 years ago
Kassi Fetters is a fantastic financial advisor. I have consulted with her on complex tax and trust issues and she is very knowledgeable. I strongly recommend her services!
