From F5 Financial
F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. We provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom. Our process begins with your goals and vision. We then lead with your financial plan (cash flow, insurance, taxes, benefits, education planning, and investment mgmt.). F5 Financial Planning was established to help individuals discover harmony in the most important aspects of their lives. It's our belief that a life of Freedom & Significance is founded upon a deliberate lifestyle of creating harmony and balance between the Five Fs—Faith, Friends, Family, Fitness and Finance.
Google: 5/5
F5 Financial is a fee-only wealth management firm that takes a holistic approach to financial planning, focusing on helping clients achieve personal goals and make behavioral changes. The company's process starts with understanding the client's vision and goals, and then creating a tailored financial plan that includes cash flow management, insurance, taxes, benefits, education planning, and investment management. F5 Financial was established to help individuals find harmony in the most important aspects of their lives, with a focus on the Five Fs – Faith, Friends, Family, Fitness, and Finance. The company is committed to providing all-encompassing advisory services, including investment guidance, education planning set-up, life insurance procurement, will creation, and tax-deferred investment management. Clients have praised F5 Financial for its partnership-like approach, with one business owner in the Chicago area noting that they have worked together for nearly a decade. The company's advisory services have helped the client protect their assets, set up a 401k plan for their business, and create a roadmap for the future of their company. Another client has highlighted the honesty and spirituality of Curt, the financial advisor they work with. They noted that Curt's interest in holistic growth sets him apart from other financial advisors and that his Monday Morning Motivation emails are a highlight of their week. A third client has praised F5 Financial for making them feel confident in their financial decisions, noting that Curt's straightforward approach and ability to provide great advice have been invaluable. They also noted that Curt's commitment to client service has not wavered, even as the company has grown. Overall, F5 Financial is a financial planning firm that takes a holistic approach to financial management, with a focus on helping clients achieve their personal and financial goals. Clients have praised the company for its partnership-like approach, honesty, and commitment to providing all-encompassing advisory services.