“There truly is not enough space and words to continue to express my (our) gratitude for you. You have always "held our hands" and guided us for the past 22 years and we could not be more blessed. You are truly an amazing person, financial expert, friend, and spiritual host. I know how carefully you have "woven my (our) security blanket" over time!! I wanted to take a moment to reflect on all of it and say thank you again."
- Kathleen
The statement was provided 04/01/2024 by Kathleen who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I wanted to take a moment to express my sincere gratitude for your exceptional work on the slides yesterday. Your efforts made the presentation not only informative but also incredibly easy to follow along, and both Lisa and I truly appreciate it.
I would also like to extend our heartfelt thanks to you and Chris for the invaluable assistance in making our retirement a reality at a time in our lives when we can fully savor it. Your guidance and support have been instrumental in shaping this significant chapter, and we are genuinely grateful for the role you both played.
Lisa and I are looking forward to the next steps in this journey together."
- Todd
The statement was provided 02/02/2024 by Todd who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"It’s been great working with Lindsey, she keeps me informed of everything that is going on with my portfolio. Giving me advice on what I should do and what she plans on doing in the future to reduce the tax burdens to help me keep more of my money. Glad I made the decision to work with her."
- Steven
The statement was provided 03/20/2024 by Steven who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I have learned a lot, realized I knew more than I thought in some areas, and realized the lack of attention that my accounts have been getting, prior to my switch to Foundations. I feel confident that my finances are being better managed, and am happy with being on track for retirement, and addressing my need for disability insurance. I appreciate the time and explanations during our meetings."
The statement was provided 03/05/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
My husband and I have been working with Josh Lutton at Foundations Financial for about five years and he has been instrumental in helping us understand our financial position, advising and executing investments strategically, and providing sound financial advice to strengthen our position as we move closer to retirement. Josh is personable, reliable and accessible - and we highly recommend him!
- Kelley
The statement was provided 6/24/24 by Kelley who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Everyone has gone above and beyond helping with anything from minor to major financial matters. I am extremely thankful to both Lindsey and Chris for all of their time, support, and kindness."
The statement was provided 03/20/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Lindsey has helped us better think through and plan for all possible future scenarios (e.g., disability), and has helped us to feel organized and confident that we are adequately planning for our future."
The statement was provided 03/20/2024 by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
