F5 Financial

Financial ServicesUnited States2-10 Employees

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom. 

Our process begins with your goals and vision. We then lead the execution of your financial plan. That includes cash flow management, insurance, taxes, your work benefits, education planning, and your investment management.

F5 Financial Planning was established to help individuals discover harmony in the most important aspects of their lives. It is our belief that a life Freedom and Significance is founded upon a deliberate lifestyle of creating harmony and balance between the Five Fs—Faith, Friends, Family, Fitness, and Finance.

Strategies developed include a focus on any number of the following areas:

•	Goal setting and achievement (financial and non-financial goals);
•	Investment management and advisory services including asset allocation services, monitoring of investments, and implementation of recommended investment plans;
•	Retirement planning and projections including statistical analyses such as Monte Carlo simulations;
•	Estate planning, wealth transfer, and family succession strategies;
•	Cash flow planning and budgeting;
•	Wealth preservation and savings analysis;

•	Insurance and risk management reviews, risk assessment analyses, and risk reduction strategies;
•	Tax planning and tax reduction strategies;
•	College funding and planning for children and grandchildren;
•	Employee benefits reviews; and
•	Executive compensation and stock options analyses.

We use Dimensional Fund Advisors (DFA) mutual funds in our investment portfolios.  These exclusive funds are only available through investment advisors.  DFA uses an “evidence based investing” philosophy which is widely recognized for its simplicity, low cost, and superior results.

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