We are NAPFA-
Registered Advisors
Use our booking tool to schedule an intro call with Curt or Josh,
both NAPFA-registered advisors.
Use our booking tool to schedule an intro call with Curt or Josh, both NAPFA-registered advisors.
Book your call here
If you’re approaching retirement, certain factors threaten your chances of retiring comfortably.
Disorganized financials, misunderstood spending behaviors, and self-interested financial advisors are a few of the threats you’ll come up against. At F5 Financial, we have a system that tackles your financial planning holistically so everything works together and there are no surprises once you enter retirement.
Who We Are
F5 Financial is a NAPFA-registered financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families nearing retirement. We believe that real happiness is found when you find your Freedom and Significance – living your life in a way that’s meaningful and unencumbered. To do this, balance is needed between the five Fs: Faith, Friends, Family, Fitness, and Finance.
We hold true what the 5 Fs mean to you when building your financial plan.
We are:
Our Services
What Our Clients Say
"Working with F5 Financial has been life changing for our family."
"Growing up, we didn't have what you would call a portfolio. We have been blessed with success in our business and as we begin to build wealth, we realized the need to find someone to help us with managing our finances. We have children we wanted to make sure were taken care of, and we wanted to make sure we would be secured in retirement. I’m so glad we hired F5 to be our financial advisor."
Alicia Powell, Business Owner
Patrick Phillips
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... Read more
JonPaul Jonkheer
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... Read more
Rob Coleman
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... Read more
Monica Garg
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... Read more
Cyntheia Brooks
We always get a response from Josh whenever we have a question. We hired Josh with F5 because we needed help with retirement planning, but he has a comprehensive approach to financial planning, so he also helped with our general budgeting, getting the right insurance, our tax... Read more
Randy Bush
My mom had been using Josh for a long time to manage her money, so when we needed help with financial planning, we reached out to him. We liked Josh right away; he made us feel very comfortable and we liked his straightforward approach. He manages our retirement plans... Read more
Justin Harvey
Curt is very trustworthy and smart when it comes to financial planning. I started working with him when I decided to leave my other financial advisor, who I felt had poor communication and was very impersonal. Curt and his team at F5 Financial manage my family’s personal... Read more
Steven Wettergren
I feel very secure having F5 Financial as my financial planner. I work in higher education and own a small business, and I hired Curt with F5 because I knew I needed professional help with my finances. I liked F5’s approach because they look at the whole picture. They manage... Read more
leslie erwin
I decided to hire a financial advisor back in 2014 when I started my own law firm. I needed help setting up a retirement plan for my business, and I also needed help managing my and my husband’s retirement planning. I knew Josh from our local Rotary Club and liked his high... Read more
Mitch Wallace
We have worked with Josh and F5 Financial for about 1.5 years now. My wife and I saw that many of our friends were working with financial planners, and even though we felt secure in our finances, we knew we probably weren’t maximizing our potential. Josh is my sister and... Read more
John Viebach
I have a family and I own and run a software company, so I knew I needed a financial planner to maintain a healthy portfolio. I specifically wanted a fee-based planner to ensure the person managing my money wasn’t incentivized to make investment choices that weren’t aligned... Read more
John D'Ambrose
After 35 years of a demanding career with a Fortune 100 company, I really wanted to focus on my family in retirement. To make sure everything was on point, I hired F5 Financial to manage our Financials. I wasn’t interested in hiring an advisor that only wanted to squeeze out... Read more
Brian Morello
After doing my own research (homework) about hiring a financial planner I determined that hiring a fiduciary was the way to go because they have their clients’ best interests in mind. I also wanted a financial planner that I could trust with the money that we have saved for... Read more
jdobbs88
Before we started working with Josh, we worked with an advisor that didn’t have great follow-up and didn’t seem to place much importance on us. But working with Josh has been great – he has a lot of financial planning knowledge and I have always been happy with his management... Read more
Cathy Dobbs
We decided to hire a financial advisor because we needed help with education planning, estate planning, and making sure our son was protected. We’ve worked with Josh for about 8 years now, and even followed him from his previous employer. From the start, Josh always made us... Read more
Anthony Colangelo
After my wife and I had our children, we decided it was time to get our finances in order. We were concerned about retirement planning, 529 education planning, and budgeting for our family finances. After working with F5 Financial, our finances are in a strong place. Even... Read more
Scott Pelley
THE absolute best! F5 Financial gets top marks from our family. Estate Planning, Retirement Planning, Investment Management. Exceptional service no matter the question. Josh Duncan and the rest of the team at F5 Financial have helped us immeasurably with our financials as we... Read more
These reviews were voluntarily provided by our clients. No compensation was provided to clients in exchange for their reviews. We requested ratings from all clients via email. Clients who responded either wrote their own review, or collaborated with a third-party marketing agency that crafted their spoken words into written testimonials. Each client posted their own feedback on Google.
Ready to find out more?
Book a Consultation to discuss how the F5 Process for holistic financial planning works.