F5 Financial McDonough, GA

We joined F5 this year and are very happy with our working relationship. They had several upfront meetings with us to discuss and review our financial needs. They listen and communicate regularly with us to ensure they are meeting the goals that we discussed. I would highly recommend F5.

I have been working with F5 Financial for almost a year and have been very pleased with the service and advise I have received. They have been very attentive to my specific goals and future plans on retirement. Curt is very knowledgeable and easy to work with.

Been working with this team for a number of years and have been satisfied with their service. My wife and I wanted a financial advisor that was more than just watching over my mutual funds. With becoming empty nesters and owning a business they provide insight into multiple areas of our lives. Patient beyond what I deserve:) They pay attention to my wife’s questions and desires as we make decisions.

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 our retirement and who conducted their business with integrity. I was able to find F5 Financial and found that they have the attributes that I was looking for in a financial planner. I recommend that others looking for a financial planner give F5 Financial a call to see it they are a good fit for you too.

Curt and the F5 team are very knowledgeable about business financials and business management, and their virtual CFO services have been crucial to helping me run my company. It’s comforting to know I can let them handle financial details so I can concentrate on other aspects of running my company. 2023 is looking like a great year for my business, and that is due in part to F5. I highly recommend working with them if you want to get a comprehensive view of your business’s finances and set it up for maximum growth.

I hired F5 Financial to help me with my personal and business finances. On the personal side, Curt has set up my retirement plans, estate planning, and manages my investments. On the business side, Curt is my virtual CFO and he has been integral in helping me grow my machine parts production business. We are currently working on setting-up the structure of the business so that we save on taxes. Curt also helped me acquire another business; he helped with the structure of the buy-sell agreement, reviewed all the legal documents, created financial models for how we were going to pay for the acquisition, and connected me with a business lawyer. Curt is very friendly, family-oriented, and he brings a personal approach to our interactions. In many ways, his is like a mentor to me. I highly recommend working with him and F5 Financial.