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.

Linda Hickman

We met with Josh twice before we decided to hire him. On our second meeting, he impressed us by remembering so much about us and our financial situation from the first meeting, so we decided to give him a shot. It was a fantastic decision.

Josh has done a great job managing our retirement plans, our investments, and our budgeting. He's grown our portfolio in a way that meets our goals and gives us excellent advice when it comes to navigating big purchases. He even helps us with estate planning — when my father passed away, there were some complicated aspects related to his estate, and Josh really helped us navigate those issues.

Disclosure: This review was given by a current client of F5 Financial Planning, LLC. No cash or non-cash compensation was provided for it. Individual client experience. Results are not guaranteed and will vary based on each client's specific circumstances.

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Testimonials

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.

Jay Boryscka

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.

JonPaul Jonkheer

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.

Marcie Kelly

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.

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