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Financial Planning

A life of freedom and significance starts with holistic financial planning.

F5 Financial is a fee-only financial planning firm that takes a holistic approach to financial planning, personal goals, and behavioral change. Using our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.


We have offices in Naperville, IL, McDonough, GA and Venice, FL, and we virtually serve clients nationwide.

F5's Financial Planning Services

Retirement Planning

A disciplined and holistic approach to retirement planning that delivers on the promise of your vision of the future


Tax planning expertise that mitigates risk across your entire financial portfolio

Investment Management

A factor-based approach to portfolio management that builds sustainable wealth & ensures financial security


Leverage DFA funds to build a robust investment portfolio & improve your odds of success


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What is a Fee-Only Financial Planner?

As a fee-only financial planner, we charge a flat fee to ensure your financial wellbeing. We receive no compensation from anyone other than the client. This ensures alignment between our recommendations and the client’s best interests.

How F5's Financial Planning is Different

Our Story

Our mission is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals...

What We Do

F5 Financial Planning was established to help individuals discover harmony in the most important aspects of their lives...

The F5 Process

Are you looking for more Financial Freedom
and Personal Significance in your life?

The F5 Process begins with your goals and vision and leads to the execution of your financial plan. Cash flow management, insurance, taxes, work benefits, education planning, and investment management are all integrated into this plan. If you're searching for more Freedom & Significance in your life, click to learn more about the F5 Process. 

Who We Serve

We are a NAPFA approved, fee-only financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families. We provide comprehensive planning services and recommend low cost, academically proven, passive investment solutions. We serve a variety of clients throughout Naperville, the Chicago area, the Metro Atlanta area, South Florida, and across the US.



Check out our blog for insight and strategies that inspire and equip you
to enjoy a life of significance and financial freedom. 

What would it really cost you to be a bit more patient?

Monday Morning Motivation – Patient

What would it really cost you to be a bit more patient?

It Is NOT a Plan—it Is a Process! | F5 Financial helps clients create strong investment strategies.

It’s NOT a Plan—It’s a Process! (Investing in 12 Pictures)

Investing done right is part of a comprehensive, iterative, financial planning process. Read on to learn more!

Will you make the choice to remain loyal even when things seem beyond hope?

Monday Morning Motivation – Loyal

Will you make the choice to remain loyal even when things seem beyond hope?

Taxes, Tax deductions| F5 Financial helps clients create strong tax strategies.

Taxes: How Low Can You Go? (A Primer on Tax Deductions)

Today we dive into tax deductions! We clarify and compare above-the-line vs. below-the-line deductions, so you can lower your tax bill.