Address
F5 Financial Planning: Retirement Planning & Investment Management
871 Venetia Bay Blvd.,
Suite 234
Venice, FL 34285
Phone Number
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
Dan Richter
My wife and I were introduced to F5 by a friend. We came into this totally blind, not understanding how any of this worked. Josh was very patient and worked with me so that I understood how the handling of our finances worked. I am not a tech savvy person. My wife is, but... Read more
Lisa Enright
It has been a pleasure working with Josh and his team. We needed help to put all our financial and important documents in an easy to access, secure location as well as improving our financial plan. Very professional and efficient service. Highly recommend! Thank you!
Kim McCullough
Entering my 50s and closing in on retirement with aging parents, I decided it was time to seek out the help of a financial advisor. After researching online, asking around, and reading reviews from various platforms, I called F5. From day one, Josh lived up to the reviews of... Read more
Brian Spencer
Though I’ve only been working with Josh and his team at F5 Financial for 6 months, he’s provided a lifetime of beneficial financial guidance, reassurance, and advice. After my wife and I started our family, we wanted someone who could help us identify our financial goals... Read more
Patrick Phillips
Prior to retiring, I decided I needed a financial adviser. Some of the different stories I had heard about financial advisers made me untrusting. I talked with some advisers that were recommended by friends and searched for fee-only advisers that were local to me. I wanted... Read more
Cyntheia Brooks
We always get a response from Josh whenever we have a question. We hired Josh with F5 because we needed help with retirement planning, but he has a comprehensive approach to financial planning, so he also helped with our general budgeting, getting the right insurance, our tax... Read more
Mitch Wallace
We have worked with Josh and F5 Financial for about 1.5 years now. My wife and I saw that many of our friends were working with financial planners, and even though we felt secure in our finances, we knew we probably weren’t maximizing our potential. Josh is my sister and... Read more
Anthony Colangelo
After my wife and I had our children, we decided it was time to get our finances in order. We were concerned about retirement planning, 529 education planning, and budgeting for our family finances. After working with F5 Financial, our finances are in a strong place. Even... Read more
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.
Send Us a Message
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.