F5 Financial Planning: Retirement Planning & Investment Management

F5 Financial Planning is a fee-only wealth management firm known for its holistic approach to financial planning and investment management. The firm emphasizes understanding personal goals and fostering behavioral change, aiming to help clients achieve a life of significance and financial freedom. Their process starts with clients’ visions and priorities, addressing key areas such as cash flow, insurance, taxes, education planning, and investment management. Clients appreciate the personalized service they receive at F5 Financial. Reviews highlight the expertise and approachability of the team, particularly the lead advisor, who is noted for being kind, upfront, and patient while explaining complex financial concepts. Many clients have shared positive experiences, stating that their advisor took the time to listen to their goals and provided tailored strategies that fit their individual situations. One reviewer, who sought guidance as they approached retirement, praised the advisor for clarifying options they were previously unaware of and for developing a comprehensive financial plan. Another couple expressed gratitude for the advisor’s support in identifying financial goals, creating an investment plan, and addressing important matters like estate planning and insurance coverage. They emphasized the advisor's trustworthiness and responsiveness, highlighting the collaborative nature of their relationship. Others noted the transparent fee structure at F5 Financial, which avoids hidden costs often associated with financial advice, making clients feel secure and informed. Overall, clients recommend F5 Financial Planning for anyone seeking a dedicated financial advisor who prioritizes their needs and provides clear, actionable guidance tailored to their unique circumstances.