Address
F5 Financial Planning: Retirement Planning & Investment Management
871 Venetia Bay Blvd.,
Suite 234
Venice, FL 34285
Phone Number
Hours
Mon: 8am – 5pm
Tue: 8am- 5pm
Wed: 8am- 5pm
Thu: 8am- 5pm
Fri: 8am- 5pm
Sat: Closed
Sun: Closed
What Our Clients Have to Say
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F5 Financial: Venice, FL
F5 Financial is a fee-only financial advisor serving Venice, FL and the South Florida area. Josh Duncan, our team lead in the Venice, FL region, is a Certified Financial Planner (CFP®). Josh is a fiduciary and provides holistic financial planning and wealth management with F5 Financial.
F5 Financial is an approved advisor with Dimensional Fund Advisors (DFA).
F5 Financial possesses specialty knowledge pertaining to Florida state laws that affect taxes, investing, and wealth management and transfer.
F5 Financial can help those in and around Venice with the following services:
- Retirement Planning
- Education and 529 Planning
- Investment Management
- Estate Planning
- Cash Flow Planning & Budgeting
- Tax Planning
- DFA Funds
F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.
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