F5 Financial Planning: Retirement Planning & Investment Management

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.

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 on our website 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.

You can set that up by clicking the orange "Request a Consultation" button (in the bottom right-hand corner of our website).

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.