LKJ Financial

"I first met Lindsey at a seminar that LKJ Financial offered during the COVID pandemic. I signed up for an initial meeting, but then found numerous reasons to not follow through. The truth is, I had grown tired of financial advisors who "told" me what I needed to do without every really understanding what I wanted. Fast forward to fall 2023. I was again being told by an advisor at a national firm that I needed to make a decision about a financial move I was contemplating, "Now, before interest rates go down again." I though about Lindsey and how I appreciated her approach during the seminar I had attended years earlier. I gave the office a call and within a week I had my first meeting with Lindsey. I had not provided her any specific information about my investments prior to this meeting, only some basic numbers. We spent the meeting talking about what I had done in the past, my current position in the market, and my plans for retirement. We also discussed other important elements such as insurance. and the status of important financial and health care documents. Our next meeting, we discussed a plan based on the previous discussion. We refined the plan together that day. I let her know that I was not ready to implement some parts of the plan until after the beginning of the year. Rather than trying to convince me to "act now...", she said, "Let's set up a time to review again in January." That is what we did! It turned out that it was a great decision to wait a few months. More importantly, I now have an advisor I know I can trust who is knowledgeable about the world of finance and who provides information and advice without any pressure. I anticipate we will be working together for as long as LKJ Financial remains in business. They have been here 50 years already, I bet the business outlasts my lifetime!"

"I first met Lindsey and the staff in early 2020 as a guest at their Valentine's luncheon. I immediately set an appointment with her to discuss my concerns with the current management of my portfolio. Her knowledge, professionalism and kindness were full on from the start. I knew then that LKJ was who I wanted to entrust my financial future to! The entire staff is welcoming, knowledgeable. and share a joy of life! I love their client events, getting to meet other clients, donating time as a group to area non-profits and just creating another sense of family. Male or female, working or retired, young or "mature", I encourage you to look to see how LKJ can help you create a sound financial future!"

"Lindsey James-West has been my financial advisor for several years. She is knowledgeable and takes the time to get to know you in order to develop a plan tailored to your goals. The LKJ staff treats you like family and you always feel welcome. I highly recommend LKJ Financial."

"We have been with LKJ for over 10 years and many things I like first of all the personal service, respect that Lindsey and the staff delver all the time. I really appreciate that she provides you a number of options in your financial planning not just diversity in your equity market positions. Not many can provide or offer a wide variety of financial opportunities such as annuities,. Insurance equities. I have recommended many of my friends and they are happy to have made her their advisor. Remember in your planning there are the “Go Go Years. The SLOW Go years and the No Go years.” Lindsey told me that early on and of course makes perfect sense to plan that way. Also I love the holiday pie delivery other than I eat it at one setting. As I have told Lindsey “you are one of smartest people I know”. Thanks Gary and Yvonne Alden"