Reviews for F5 Financial Planning: Retirement Planning & Investment Management

Feb 2024

Entering my 50s and closing in on retirement with aging parents, I decided it was time to seek out the help of a financial advisor. After researching online, asking around, and reading reviews from various platforms, I called F5.From day one, Josh lived up to the reviews of his clients. He took me under his wing. He explained unfamiliar financial concepts, pointed out options I didn’t know I had, and took the time to answer my questions.Josh and I worked together to identify my goals and priorities, consolidate under one umbrella, and strategize a plan that aligned my assets accordingly. He provided guidance on estate planning, insurance and options for the path toward...read full review
Feb 2024

Though I’ve only been working with Josh and his team at F5 Financial for 6 months, he’s provided a lifetime of beneficial financial guidance, reassurance, and advice. After my wife and I started our family, we wanted someone who could help us identify our financial goals, create an investment plan, and walk us through important priorities such as creating a will and equipping ourselves with appropriate insurance coverage.From day one, Josh listened to our objectives and goals and was forthright on the top items we needed to work through. Once he rolled over all my outstanding 401ks into a current investment portfolio and consolidated all our assets under one umbrella,...read full review
Nov 2023

Prior to retiring, I decided I needed a financial adviser. Some of the different stories I had heard about financial advisers made me untrusting. I talked with some advisers that were recommended by friends and searched for fee-only advisers that were local to me. I wanted someone I could sit down with and talk to. I came across F5 financial and set up an appointment with Josh. I found Josh to be very personable and knowledgeable. He clearly explained F5’s philosophy to financial retirement planning. F5’s fee for service was made very clear to me with no hidden fees or fees I didn’t understand. I didn’t always have that feeling with some of the other advisers...read full review

From F5 Financial Planning: Retirement Planning & Investment Management

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.