F5 Financial

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871 Venetia Bay Blvd Ste 234
Venice, FL 34285
+1 (888) 454-1086
https://www.f5fp.com

F5 Financial is a fee-only financial advisory firm based in Venice, FL, specializing in holistic financial planning and wealth management. Led by Certified Financial Planner Josh Duncan, the firm offers services including retirement planning, investment management, estate planning, and tax planning, with a focus on personal goals and behavioral change.

As an approved advisor with Dimensional Fund Advisors, F5 Financial possesses in-depth knowledge of Florida state laws related to taxes and wealth transfer. The firm's F5 Process promotes financial freedom and personal significance by integrating various aspects of financial management tailored to the unique needs of their clients.

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Concierge For Retirement Planning

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"Oh my gosh!!!!!! Unless you are very....wealthy, do not use this man. I met with him yesterday and was ready to sign with him. On way out to the car, he started talking politics, I told him I..."
United States›Florida›Venice›F5 Financial

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