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Venice, FL 

Fee-Only Financial Advisory Services in & around Venice, FL

Address

F5 Financial Planning: Retirement Planning & Investment Management

871 Venetia Bay Blvd.,

Suite 234

Venice, FL 34285

Phone Number

(678) 929 8394

Hours

Mon: 8am – 5pm
Tue: 8am- 5pm
Wed: 8am- 5pm
Thu: 8am- 5pm
Fri: 8am- 5pm
Sat: Closed
Sun: Closed

What Our Clients Have to Say

All Venice, FL Reviews

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.

F5 Financial: Venice, FL

 

F5 Financial is a fee-only financial advisor serving Venice, FL and the South Florida area. Josh Duncan, our team lead in the Venice, FL region, is a Certified Financial Planner (CFP®). Josh is a fiduciary and provides holistic financial planning and wealth management with F5 Financial.

 

F5 Financial is an approved advisor with Dimensional Fund Advisors (DFA).

 

F5 Financial possesses specialty knowledge pertaining to Florida state laws that affect taxes, investing, and wealth management and transfer.

 

F5 Financial can help those in and around Venice with the following services:

  • Retirement Planning
  • Education and 529 Planning
  • Investment Management
  • Estate Planning
  • Cash Flow Planning & Budgeting
  • Tax Planning
  • DFA Funds

 

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

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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. 

The F5 Process

JOIN OUR MAILING LIST

Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

Join Our List!