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.

Mitch Wallace

My wife and I have worked with Josh and F5 Financial for about a year and a half now. We 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 brother-in-law's financial advisor, and my brother-in-law did quite a bit of research before hiring him, so I knew I could trust his recommendation.

Josh is great to work with — he's very knowledgeable and responsive to all our questions. He took a thorough look at our finances and got us on the right path with retirement planning, estate planning, insurance, and budgeting. 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.

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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