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We are NAPFA-
Registered Advisors

Use our booking tool to schedule an intro call with Curt or Josh,
both NAPFA-registered advisors.

Use our booking tool to schedule an intro call with Curt or Josh, both NAPFA-registered advisors.

Book your call here

If you’re approaching retirement, certain factors threaten your chances of retiring comfortably.

Disorganized financials, misunderstood spending behaviors, and self-interested financial advisors are a few of the threats you’ll come up against. At F5 Financial, we have a system that tackles your financial planning holistically so everything works together and there are no surprises once you enter retirement.

Who We Are

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F5 Financial is a NAPFA-registered financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families nearing retirement. We believe that real happiness is found when you find your Freedom and Significance – living your life in a way that’s meaningful and unencumbered. To do this, balance is needed between the five Fs: Faith, Friends, Family, Fitness, and Finance.

We hold true what the 5 Fs mean to you when building your financial plan.

We are:

  • NAPFA-Registered
  • Fee-Only
  • Fiduciaries
  • Certified Financial Planners
  • Local
  • Accessible
  • Well-reviewed
  • Dimensional Fund Advisors
  • NAPFA-Registered
  • Fee-Only
  • Fiduciaries
  • Certified Financial Planners
  • Local
  • Accessible
  • Well-reviewed
  • Dimensional Fund Advisors

Our Services

FINANCIAL PLANNING

The F5 Process begins with your goals and vision and leads to the execution of your financial plan.

Our integrated Financial Planning includes:

  • Cash flow management
  • Insurance
  • Taxes
  • Work benefits
  • Education planning
  • Investment management

INVESTMENT MANAGEMENT

Our holistic wealth management customizes every strategy to align with your distinct goals, maximizing cash flow and assets while ensuring sufficient liquidity for security.

F5 Financial’s investment planning process entails:

  • Goal planning
  • Cash Flow Planning & Analysis
  • Investment Strategy
  • Final Projections & Quarterly Reports
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TAX PLANNING

When structured correctly, your portfolio has the potential to annually save thousands of dollars in taxes.

Our tax-planning process entails:

  • Asset Review & Goal Planning
  • Tax Strategy
  • Financial Projections & Quarterly Reports
  • Quarterly Meetings
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RETIREMENT PLANNING

At F5 Financial, our approach for retirement planning goes beyond just giving you a decent income—it creates a nest egg that brings financial freedom, peace of mind, and the opportunity to live the meaningful life you've envisioned.

Our comprehensive retirement planning considers:

  • Your goals
  • Cash flow planning & budgeting
  • Forward cash flow projections
  • Investment management & monitoring
  • Tax planning & tax reduction strategies
  • Insurance & risk management
  • Estate planning & wealth transfer
  • Wealth preservation & savings analyses
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ESTATE PLANNING

Our approach to estate and legacy planning secures everything in advance. While legal documentation requires an attorney's expertise, we offer guidance and posthumous management, systematically guiding you through the important steps.

As part of our estate planning process, we walk you through:

  • Last Will & Testament
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Living Wills
  • Digital Asset Management
  • Business Succession Plans
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What Our Clients Say

"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

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.

Ready to find out more?

Book a Consultation to discuss how the F5 Process for holistic financial planning works.

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Financial Planning FAQ

F5's Financial Advisory Services

Contact us to learn why we have so many glowing reviews.

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