OUR STORY
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, harmony and balance is needed between the five Fs: Faith, Friends, Family, Fitness, and Finance.
F5 Financial was established to help individuals achieve harmony and balance with their financial planning. Our mission is to ensure that families, corporate executives, and entrepreneurs have a comprehensive and balanced financial plan that lets them enjoy their Faith, Friends, Family and Fitness without restriction.
We are a fee-only financial advisory firm that is dedicated to holistic financial planning and portfolio management. We analyze your retirement savings, investment accounts, tax burden, insurance plans, education obligations and more, and see how those impact your goals. We then create a strategy that ensures your financial assets work together like a well-oiled machine and are in lockstep with your vision of the future.
F5 Financial is a member of CFP Board, NAPFA, Fee-Only Network, ISI Mastermind, and Dimensional Fund Advisors (DFA). We are prolific readers and writers about financial planning and invite you to read our blog. Our team supports a number of philanthropic organizations including The Rotary Foundation, Rotary Club of Naperville Charities, The Naperville Area Humane Society, the Chicago Metro YMCA, Bridge Communities, the University of Illinois, Compassion International, and Focus on the Family. We have locations in Naperville, McDonough, GA and Venice, FL and work with clients across the United States.
We look forward to helping you find your Freedom and Significance through financial planning.
The F5 Process
Are you looking for more Financial Freedom
and Personal Significance in your life?
We'd like to introduce you to the F5 Process. We've worked with scores of clients over the years, and we've listened. Each experience has contributed to refining the F5 Process and enhancing our ability to serve you with excellence. If you're searching for more Freedom & Significance in your life, click through to learn more about the F5 Process.
