We are NAPFA-
Registered Advisors
Use our booking tool to schedule an intro call with Curt or Josh,
both NAPFA-registered advisors.
Use our booking tool to schedule an intro call with Curt or Josh, both NAPFA-registered advisors.
Book your call here
If you’re approaching retirement, certain factors threaten your chances of retiring comfortably.
Disorganized financials, misunderstood spending behaviors, and self-interested financial advisors are a few of the threats you’ll come up against. At F5 Financial, we have a system that tackles your financial planning holistically so everything works together and there are no surprises once you enter retirement.
Who We Are
F5 Financial is a NAPFA-registered financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families nearing retirement. We believe that real happiness is found when you find your Freedom and Significance – living your life in a way that’s meaningful and unencumbered. To do this, balance is needed between the five Fs: Faith, Friends, Family, Fitness, and Finance.
We hold true what the 5 Fs mean to you when building your financial plan.
We are:
Our Services
What Our Clients Say
"Working with F5 Financial has been life changing for our family."
"Growing up, we didn't have what you would call a portfolio. We have been blessed with success in our business and as we begin to build wealth, we realized the need to find someone to help us with managing our finances. We have children we wanted to make sure were taken care of, and we wanted to make sure we would be secured in retirement. I’m so glad we hired F5 to be our financial advisor."
Alicia Powell, Business Owner
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.
Ready to find out more?
Book a Consultation to discuss how the F5 Process for holistic financial planning works.
Financial Planning FAQ
Generally, F5 Financial is ideal for families who have a minimum of $500,000.00 in investable assets.
We meet with families on a quarterly basis. Most families elect to meet virtually over Zoom. However, we are always available to meet in person as well.
We have five offices:
Naperville Downtown, located at:
29 South Webster Street,
Suite 350B
Naperville, IL 60540
Venice, FL, located at:
871 Venetia Bay Blvd.,
Suite 234
Venice, FL 34285
McDonough, GA, located at:
70 Macon Street
McDonough, GA 30253
Information on the performance of your investments is accessible on-demand via a tool called Advyzon, which is available through your computer or an app. We also provide quarterly investment performance reports of your portfolio. These reports contain details on what investments were added or altered and the impact of each change.
Financial planning reports and projections are also available on demand through our Personal Wealth Manager tool, powered by eMoney Advisor. It’s accessible from your computer.
Quarterly, we provide a single-page action plan and financial projections that detail completed tasks, tasks in progress, and outcomes.
F5 Financial is a fee-only fiduciary, which means we receive a flat fee as compensation for our services. We receive no commission or incentive for how we invest your portfolio, thus we have no conflicts of interest as a financial steward. See our fees page for specifics on our fee structure.
Being a fee-only financial advisor allows for maximum transparency on our investment process, and you will never encounter hidden fees when you work with us.
Curt Stowers, the Founder of F5 Financial, is a Certified Financial Planner. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering.
Josh Duncan, Partner and Financial Planner with F5 Financial, is a Certified Financial Planner. He earned his BS in Computer Science from Eastern Illinois University and holds an MBA from Capella University.
We typically work with individuals or couples in the 35-years-old to 60-years-old age range, but we are open to working with all ages. Please contact us for answers on your specific situation.
You can set-up a consultation at this page here.
