Serving 150+ Families in Chicago area, Metro Atlanta area, southern Florida, and across the US.

I highly recommend working with Curt and F5 Financial if you need help growing your business and making sure its financials and growth strategy are sound.

I like the structure of the F5 Financial methodology, and I like working with Curt. He's extremely accessible and always willing to answer any question I have. Given how complex the markets and investment vehicles can be, it's reassuring to have a financial advisor like Curt providing guidance.

Even though Josh is someone we trust with our money, he's more than a financial advisor — he's a friend and a partner. When our dog passed away, he called to see how we were doing. We feel safe and financially secure with Josh and the F5 team managing our finances and portfolio.

I really like F5 Financial's top-to-bottom approach to financial management, and I love working with Josh. He's like having another son — one who's dependable and makes sure we're taken care of. He's kind and moral, and I know he's looking out for us.

I didn't even think about estate planning until we started working with Josh, and I'm glad he took care of it. My only regret is that we didn't start working with him sooner. If you need a financial planner, I recommend contacting Josh and F5 Financial.

We like the F5 approach to financial planning because it's well-structured and comprehensive — F5 helps with our estate planning, retirement planning, investments, 529 planning, and family budgeting. It's nice to have everything financial in one place.

Despite what's going on in the economy, I know that Josh with F5 Financial is taking care of us. Before we hired Josh, we had been managing our own investments, but we were worried we weren't doing a great job of it. My husband is self-employed, and I work in non-profit, so we knew it was important to make sure our investments were managed well.

Curt is very trustworthy and smart when it comes to financial planning. I started working with him when I decided to leave my previous financial advisor, who I felt had poor communication and was very impersonal. Curt and his team at F5 Financial manage my family's personal investments and retirement plans, and he also set up my construction company's 401(k) plan.

Their service and knowledge on investments were outstanding, and we're looking forward to checking in again in a few years as we get closer to the next phase of life in retirement.

Josh has always been upfront, kind, and never condescending. He's shown me what a long-term investment strategy really looks like, advises based on my risk tolerance, and keeps inflation in mind while charting the safest path toward real growth. He's truly gone above and beyond.

Curt has helped me with my retirement planning, investment planning, and managing the 529 accounts for my kids' education funds. He's straightforward, easy to talk to, and he's stuck by me through a lot of life changes.

We have children we wanted to make sure were taken care of, and we wanted to feel secure in retirement. I'm so glad we hired F5 to be our financial advisor.