About F5 Financial
Reviews for F5 Financial
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
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.
I had a consultation with Curt recently in regards to developing an approach to a specific debt situation and Curt was incredibly helpful and jumped right in to problem solving. He was able to help establish an approach quickly and even offered me additional tools for support. Curt and team are truly exceptional financial experts and I look forward working with the team in the future to establish a total financial plan my my family. I highly recommend F5 Financial for trustworthy, strategic financial advising.
My wife and I meet with Curtis and his team for retirement check in process to see if we are on track and be ready someday in the future when we decide its time. I can not say enough great things about Curtis and team. They took the time really understand our financial position and what we wanted to do when we retire. We covered a whole gammit of topics from 401k to Roth conversions, tax planning, estate planning with kids, investment portfolio balancing as well as personal items we wanted to achieve. There services and knowledge on investments were outstanding and looking forward to checking in again in a few years as we get closer to the next phase of life in retirement.
I am a business owner based in the Chicago area, and Curt has helped me personally and professionally. I have worked with Curt for close to 10 years now, and we initially hired him because we wanted to protect our assets and our children. We liked that he was local, and that he could provide us with face-to-face interaction. His advisory services have been all-encompassing – he guided us on investments and education planning set-up, procuring life insurance, creating wills, and making sure we maxed-out tax-deferred investments. Curt also provides support to my business with the creation of a 401k plan, and his financial expertise helped me envision a roadmap for the...read full review