F5 Financial is a fee-only financial advisory 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 Advisory Services
Retirement Planning
"Working with F5 Financial has been life changing for our family."
"Growing up, we didn't have what you would call a portfolio. We have been blessed with success in our business and as we begin to build wealth, we realized the need to find someone to help us with managing our finances. We have children we wanted to make sure were taken care of, and we wanted to make sure we would be secured in retirement. I’m so glad we hired F5 to be our financial advisor."
Alicia Powell, Business Owner
What is a Fee-Only Financial Advisor?
As fee-only financial advisors, 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.
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.
"I specifically wanted a fee-only planner to ensure the person managing my money wasn’t incentivized."
"I have a family and I own and run a software company, so I knew I needed a financial planner to maintain a healthy portfolio. I specifically wanted a fee-only planner to ensure the person managing my money wasn’t incentivized to make investment choices that weren’t aligned with my goals. Curt with F5 has been great to work with; he has helped get my retirement, estate, and 529 planning on track. On top of that, he has a great network of professionals that he’s been able to connect me with, to make sure my business is connected with the right plans and programs. I feel buffered by what’s going on in the economy, because I know that whatever happens, F5 Financial has put me in the best position to handle it."
John Viebach, Founder of ZipGrade LLC
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.
What Our Clients Have to Say
These reviews were voluntarily provided by our clients. No compensation was provided to clients in exchange for their reviews. We requested ratings from all clients via email. Clients who responded either wrote their own review, or collaborated with a third-party marketing agency that crafted their spoken words into written testimonials. Each client posted their own feedback on Google.
Locations
Blog
Check out our blog for insight and strategies that inspire and equip you
to enjoy a life of significance and financial freedom.
How Floridians Can Invest Money Saved on Taxes
Floridians save a lot of money every year by not having to pay certain taxes. Read here to see Josh Duncan’s investment ideas Floridians should consider with the tax dollars they save.
