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F5 Financial announces our new Venice, FL office!

Office of F5 Financial Venice fee-only financial advisor

We’re excited to announce the opening of our new office on the coast in Venice, Florida! This location is led by Josh Duncan, a fee-only fiduciary financial advisor and partner at F5 Financial.

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Investment Policy Statement – What it is and why you need one

Advisor developing an Investment Policy Statement with client

An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.

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