F5 Financial

"My mom had been using Josh for a long time to manage her money, so when we needed help with financial planning, we reached out to him. We liked Josh right away; he made us feel very comfortable and we liked his straightforward approach. He manages our retirement plans, budgeting, and helps us plan for big ticket purchases, like the camper we purchased. Josh is very knowledgeable about money matters and how to navigate paperwork with the bank. He’s honest, personable, and easy to communicate with. We refer people to him all the time because of how much we value his services. If you need a financial advisor, we highly recommend working with Josh at F5, he's the best!"

"We met with Josh twice before we decided to hire him. On our second meeting, he impressed us by remembering so much about us and our financial situation from the first meeting, so we gave him a shot. It was a fantastic decision. Josh has done a great job managing our retirement plans, our investments, and our budgeting. He’s grown our portfolio in a way that meets our goals and gives us excellent advice when it comes to navigating big purchases. He even helps us out with estate planning. For example, when my father passed away there were some complicated aspects related to his estate, and Josh really helped us navigate those issues. I really like F5 Financial’s top-to-bottom approach to financial management, and I love working with Josh. He is like having another son, one who is dependable and makes sure we’re taken care of. He is kind and moral, and I know he is looking out for us."

"I decided to hire a financial advisor back in 2014 when I started my own law firm. I needed help setting up a retirement plan for my business, and I also needed help managing my and my husband’s retirement planning. I knew Josh from our local Rotary Club and liked his high standards and moral character, so I hired him and followed him when he went to F5. I really like F5’s approach to financial planning – they look at finances holistically and make sure everything works together. They also make sure that the financial plan we build is about working toward goals and the legacy we want to achieve, and not just growing our bank account. The five Fs (faith, family, fitness, friends and finance) are all weaved into our financial planning. As Josh manages our investments, he regularly provides us with risk assessments and projections based on different scenarios. It’s comforting to know all angles are being considered. I have known Josh for a long time now, and I can say he a family man and a genuinely good person, someone I can easily trust with my checkbook. He keeps me abreast of issues, and I always get a quick response from him when I have a question. If you need a financial advisor that will get the total picture of your portfolio and make sure everything from your retirement planning to your investments to your estate planning is taken care of, I highly recommend contacting Josh at F5 Financial."

"Before we started working with Josh, we worked with an advisor that didn’t have great follow-up and didn’t seem to place much importance on us. But working with Josh has been great – he has a lot of financial planning knowledge and I have always been happy with his management of our portfolio. I like working with Josh because of his client service, his compassion, and how he understands the importance of family when it comes to financial planning. If you are looking to gain some Financial Freedom led by someone that values Faith, Family and Friendship, you need Josh and F5."

"We decided to hire a financial advisor because we needed help with education planning, estate planning, and making sure our son was protected. We’ve worked with Josh for about 8 years now, and even followed him from his previous employer. From the start, Josh always made us feel like we were worth his time, and he explained things in a manner that made our finances easy to understand. It was also important to me that my son be financially savvy. He recently joined the Marine Corps and Josh has helped him set up his retirement and navigate his finances. I appreciate Josh’s straightforwardness and honesty, and I feel very secure with him handling our financial planning. If you need a financial advisor, I highly recommend working with Josh and F5 Financial."