F5 Financial
29 South Webster Street, Naperville, Illinois, United States
About the F5 Financial
F5 Financial is a finance institution located at 29 South Webster Street in Naperville, Illinois, United States. Specializing in fee-only financial advisory services in and around Naperville, F5 Financial is dedicated to providing holistic financial planning and wealth management. Led by Certified Financial Planner (CFP®) Curt Stowers, the team at F5 Financial offers personalized strategies tailored to each client's goals and vision. As an approved advisor with Dimensional Fund Advisors (DFA), F5 Financial has a deep understanding of Illinois state laws that impact taxes, investing, and wealth management. Through their F5 Process, clients receive insight and guidance to achieve financial freedom and a life of significance. With a focus on cash flow management, insurance, taxes, education planning, and investment management, F5 Financial helps clients reach their financial goals. In addition to their services, F5 Financial provides weekly sources of inspiration, including Monday Morning Motivation and Friday Five, to keep clients motivated and inspired. Join the F5 Financial community today and start your journey towards financial freedom and significance.
Photos of F5 Financial
29 S Webster St Suite 350B, Naperville, IL 60540, United States
Opening hours of F5 Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of F5 Financial
"I am a business owner based in the Chicago area, and Curt has helped me personally and professionally. I have worked with Curt for close to 10 years now, and we initially hired him because we wanted to protect our assets and our children. We liked that he was local, and that he could provide us with face-to-face interaction. His advisory services have been all-encompassing – he guided us on investments and education planning set-up, procuring life insurance, creating wills, and making sure we maxed-out tax-deferred investments. Curt also provides support to my business with the creation of a 401k plan, and his financial expertise helped me envision a roadmap for the future of my company. I like the structure of the F5 Financial methodology, and I also like working with Curt. He’s extremely accessible, and willing to answer any question I have. Given the complexity of the markets and investment vehicles available, it is nice having a financial advisor like Curt providing guidance."
"I love that our relationship with Curt from F5 is more like a partnership, rather than a transactional relationship. We initially hired Curt because we needed help with 529 education planning, retirement planning, and long-term growth for our portfolio. The first time we met with Curt we had a gut feeling that he could be trusted, and over the last 6 years of working with him, that has really proven to be true. He is a very honest person who is fully interested in growing our money to meet our goals. My husband and I have been very happy with the direction we set out together with the management of our portfolio. Curt is also a very spiritual guy, and every Monday he ends out his Monday Morning Motivation email which I love to read. You can tell that he is interested in more than financial planning; he’s likes to help everyone grow holistically, too. I really like having someone like that as my financial advisor."
"Curt is very trustworthy and smart when it comes to financial planning. I started working with him when I decided to leave my other 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 401k plans. When we first started working with Curt, we did a discovery meeting where he captured our needs and goals, and he used that information to put together our investment profile and a plan for our long-term vision. Curt’s intentionality, his level of follow-up, and his thoroughness make him a great portfolio manager. I recommend him to anyone who needs a financial advisor."
"I hired Curt because I was impressed by his F5 business model and how he prioritized customer care. With other advisors, we would hear from them once a year, but Curt regularly checks in with us to see how we are on a personal level, and to see if there have been changes to our lifestyle that could impact our portfolio. His method for money management is data-driven, which I like, and he takes a comprehensive approach to managing our retirement planning, investments, tax planning and budgeting. Curt even helped us set-up our trust. Curt makes sure we’re well informed re; our investments which empowers us in our decision-making. With other financial experts, it was expected to blindly follow their advice. Curt understands that clients should be active participants in their financial planning in order to achieve goals that matter to them. Curt brings integrity to his work. I highly recommend working with him and his team if you need a trustworthy and knowledgeable financial advisor."
"I feel very secure having F5 Financial as my financial planner. I work in higher education and own a small business, and I hired Curt with F5 because I knew I needed professional help with my finances. I liked F5’s approach because they look at the whole picture. They manage my retirement and investment accounts, but they also helped me optimize things I hadn’t thought about, like my insurance and setting up a will and trust. Curt connected me with an estate attorney to get the will and trust properly created. Overall, I think Curt is a great guy. He never hounds me or hustles me, as other advisors do. He provides a level of attention that feels personal, is interested in my well-being, and even sends me suggestions for books I might like. I highly recommend working with him."
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