Despite what's going on in the economy, I know that Josh with F5 Financial is taking care of us. Before we hired Josh, we had been managing our own investments, but we were worried we weren't doing a great job of it. My husband is self-employed, and I work in non-profit, so we knew it was important to make sure our investments were managed well.

Despite what's going on in the economy, I know that Josh with F5 Financial is taking care of us. Before we hired Josh, we had been managing our own investments, but we were worried we weren't doing a great job of it. My husband is self-employed, and I work in non-profit, so we knew it was important to make sure our investments were managed well.

When we hired Josh, he took over managing our investments and made sure our retirement accounts were set up for the best profitability. In addition to helping us with investments, he also advises us on important financial matters, like our real estate transactions. We recently sold a building we owned, and Josh provided guidance on the sale and what to do with the proceeds.

We've worked with Josh for three years now, and we think he's wonderful. He's very consistent and doesn't overreact — he does a great job of calming me down when I'm nervous about the stock market. He reminds me that he planned for market changes when managing our investments, so I always feel very secure that Josh is taking care of us.