As your business grows, the complexity associated with managing the financial aspects of the business grows. To support small business owners, F5 Financial offers a Virtual CFO Service.
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.
Feel free to request a consultation, and we’ll be happy to answer any questions you have about financial planning.
Ready to Explore Working Together?
If you are ready to explore working together, please click on the button to schedule a consultation. This is a way for both of us to get to know each other, for us to answer your questions, and for you to see if F5 Financial is the best fit for your needs. We look forward to connecting.
You put it all on the line. You started small and it took time, blood, and sweat to build your own business. Now you’re to the point where you want to make sure your personal investment pays off with security for you and your family.
You have invested heavily in the business and know that putting all of your eggs in a single basket is risky. But it’s more risky to hand over your hard earned dollars to an advisor that seems more interested in selling you a product than in helping you protect your future. Diversifying is the next step, but the question is how. What if there was a way you could guarantee that your advisor is legally bound to work in your best interests?
Your Unique Situation
Your advisor needs to begin by understanding that your situation is different. The business is part of you and needs to be the center of your financial plan. You need help and support in making sure that the right mechanisms are in place to protect your business under any eventuality. More importantly, you need to protect your family under any eventuality and you need an advisor that is legally bound to put your interests first and leave the sales pitch behind. It’s about protecting what you worked so hard to build while giving you the freedom to enjoy the fruits of your labor.
You need an advisor who knows more than just the stock market. An advisor that has dealt with the complexities of running a business and has made tough business decisions. You need an advisor that has successfully risked their own hard earned dollars, run their own business, and already diversified in a manner to protect their own family.
We’ve been down the path that you’re traveling. We know it’s tough to reach out for help. We would welcome the opportunity to sit down with you and see how we can build a future together.