Description

• F5 Financial Planning, L.L.C. (F5FP) is a comprehensive, fee only, financial planning firm. Led by Curt Stowers the firm focuses on providing families financial security, simplicity, and success.Whether it's buying a house, putting kids through college, starting a new career, or building a successful franchise business, Curt has a proven track record of delivering results.The firm works with clients to identify and define their specific financial goals and objectives in order to develop strategies for attaining those goals and objectives. The 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; andExecutive 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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  Headquarters:50 South Main Street Suite 200, Naperville, Illinois, United States

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  Phone Number: +1 630-474-5213

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  Website: https://www.f5fp.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:F5 Financial Planning

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• |  NAICS Code: 523920  |

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