First Your Goals

F5 Financial Planning provides comprehensive fee only financial planning services.  We work with our clients to define their goals — both short and long term.  After that we help them with cash flow management, tax planning, insurance/risk management, education planningestate planning, and investment management.

Next Your Future

Once we have understood your goals and gathered all of the quantitative information on the challenges you are facing, we provide you with a roadmap to your financial future.  Our proven solutions are based on first hand experiences.  There’s nothing theoretical about them.  They capture the reality of your current and your future situation.

We Are Right There Beside You

Financial planning is complex.  Unless you focus on the topic every day, it’s easy to become confused and make the wrong decision at the worst possible time.  We monitor your situation regularly and make sure that the plan we build for you is executed in a timely and consistent manner.  We are always available to provide you support if – and when!  — things change.

Providing You Value

You have worked hard to get to where you are at financially.  We have the experience, tools, and partners to make sure that you get the results that you deserve.  We simplify the complexity, build the plan, and oversee its execution.

A Unique Business Model

As a fee only advisor, we never sell any products or collect any commissions for our services.  All of our compensation comes directly from you the client.  This model ensures that we always put your interests first.  Less than 6% of financial advisors use the fee-only model.  We are proud to offer you this what we feel is the service that all families deserve.

Next Steps

We are happy to sit down with you and discuss your situation during a no-cost, no-obligation meeting.  We built our firm on the principle that helping others succeed is more important than anything else.  Would you like us to help you build the plan to reach your goals?  If so, please contact us.

F5 Financial Planning provides fee only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities.  Curt Stowers is a fee only financial planner.  He has passed the CFP® examination.  Contact or visit Curt at his Naperville location.

Interested in Finding Out More?

We’d love to have the opportunity to hear about your situation.  Send us an e-mail or give us a call to find out more about next steps
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Becoming Comfortable With Money

It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.

Making Sure You Can Collect a Paycheck in Retirement

You’ve spent the last thirty plus years of your life building a nest egg.  You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible.  As the last person...

How Families Can Calculate Retirement Income Wants versus Needs

Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.

How To Save Your Family $1,000s on Your Property Taxes

There are only two certainties in life – death and taxes. And while there is not a lot you can do regarding the former, in the case of taxes related to your home, there often is something you can do to minimize the bite of the tax man.

Downtown Naperville:

50 South Main Street, Suite 200 Naperville, IL 60540

Naperville Contact Info:

(630) 474-5213 info@f5fp.com

 

 

 

Naperville South:

4003 Heron Court Naperville, IL 60564

Naperville Contact Info:

(630) 474-5213 info@f5fp.com

F5 Financial Planning - Naperville Office

F5 Financial Planning - Downtown Naperville

F5 Financial Planning - Naperville Office

Chicago Location:

10 South Riverside Plaza, Suite 875 Chicago, IL 60606

Chicago Contact Info:

(630) 474-5213 info@f5fp.com

F5 Financial Planning - Chicago Office