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.
November 2025
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.
April 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
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