F5 Financial

Apr 2023

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

Mar 2023

I love that our relationship with Curt from F5 is more like a partnership, rather than a transactional relationship. We initially hired Curt because we needed help with 529 education planning, retirement planning, and long-term growth for our portfolio. The first time we met with Curt we had a gut feeling that he could be trusted, and over the last 6 years of working with him, that has really proven to be true. He is a very honest person who is fully interested in growing our money to meet our goals. My husband and I have been very happy with the direction we set out together with the management of our portfolio.Curt is also a very spiritual guy, and every Monday he...read full review

Mar 2023

I couldn’t be happier having F5 Financial be my financial advisor. I have worked with Curt for about 10 years now, and the reason I hired him was because he gave me a really good feeling the first time we met. I was impressed by his story, and he reminded me a lot of my father. I also felt like I could trust him. I’d heard so many nightmare stories about financial advisors mismanaging money, or giving bad investment advice, and it was nerve-wracking to think about handing over so much of my financial information to a stranger. But Curt made me feel confident in his abilities, and hiring him was one of the best choices I ever made.Curt has helped me with my retirement...read full review