F5 Financial - McDonough, Georgia

Beverly H.

Josh Duncan with F5 Financial has been our advisor for a less than a year and has already done more for us than past Financial Consultants. Josh has proven over and over to be attentive, responsive and ALWAYS puts our needs first. We have come to trust him with our finances, which is saying a lot being my Husband doesn't trust anyone when it comes to our money. We are retired and have always been savers. We are now having to spend, and Josh has always made us feel comfortable with our financial decisions. We are very blessed to have Josh in our corner. Thank you to Josh Duncan and your entire team for making our DREAMS come true!

jdobbs88

Before we started working with Josh, we worked with an advisor that didn’t have great follow-up and didn’t seem to place much importance on us. But working with Josh has been great – he has a lot of financial planning knowledge and I have always been happy with his management of our portfolio. I like working with Josh because of his client service, his compassion, and how he understands the importance of family when it comes to financial planning. If you are looking to gain some Financial Freedom led by someone that values Faith, Family and Friendship, you need Josh and F5.

Cathy D.

We decided to hire a financial advisor because we needed help with education planning, estate planning, and making sure our son was protected. We’ve worked with Josh for about 8 years now, and even followed him from his previous employer. From the start, Josh always made us feel like we were worth his time, and he explained things in a manner that made our finances easy to understand. It was also important to me that my son be financially savvy. He recently joined the Marine Corps and Josh has helped him set up his retirement and navigate his finances. I appreciate Josh’s straightforwardness and honesty, and I feel very secure with him handling our financial planning. If you need a financial advisor, I highly recommend working with Josh and F5 Financial.

Becky S.

Despite what’s going on in the economy, I know that Josh with F5 Financial is taking care of us. Before we hired Josh, we had been doing our own investment management, but we were worried we weren’t doing a great job of it. My husband is self-employed, and I work in non-profit, so we knew it was important to make sure our investments were managed well.

When we hired Josh, he took over managing our investments and made sure our retirement accounts were set-up for the best profitability. In addition to helping us with investments, he also provides advice on important financial matters like our real estate transactions. We recently sold a building we owned, and Josh provided us with guidance on the sale and what to do with the income from that sale.

We have worked with Josh for 3 years now, and we think he’s wonderful. He’s very consistent and doesn’t overreact; he does a great job at calming me down when I am nervous about the state of the stock market. He reminds me that he planned for market changes when managing our investments, so I always feel very secure that Josh is taking care of us.

Randy B.

My mom had been using Josh for a long time to manage her money, so when we needed help with financial planning, we reached out to him. We liked Josh right away; he made us feel very comfortable and we liked his straightforward approach. He manages our retirement plans, budgeting, and helps us plan for big ticket purchases, like the camper we purchased.

Josh is very knowledgeable about money matters and how to navigate paperwork with the bank. He’s honest, personable, and easy to communicate with. We refer people to him all the time because of how much we value his services. If you need a financial advisor, we highly recommend working with Josh at F5, he's the best!

leslie E.

I decided to hire a financial advisor back in 2014 when I started my own law firm. I needed help setting up a retirement plan for my business, and I also needed help managing my and my husband’s retirement planning. I knew Josh from our local Rotary Club and liked his high standards and moral character, so I hired him and followed him when he went to F5. I really like F5’s approach to financial planning – they look at finances holistically and make sure everything works together. They also make sure that the financial plan we build is about working toward goals and the legacy we want to achieve, and not just growing our bank account. The five Fs (faith, family, fitness, friends and finance) are all weaved into our financial planning. As Josh manages our investments, he regularly provides us with risk assessments and projections based on different scenarios. It’s comforting to know all angles are being considered.

I have known Josh for a long time now, and I can say he a family man and a genuinely good person, someone I can easily trust with my checkbook. He keeps me abreast of issues, and I always get a quick response from him when I have a question. If you need a financial advisor that will get the total picture of your portfolio and make sure everything from your retirement planning to your investments to your estate planning is taken care of, I highly recommend contacting Josh at F5 Financial.

Linda H.

We met with Josh twice before we decided to hire him. On our second meeting, he impressed us by remembering so much about us and our financial situation from the first meeting, so we gave him a shot. It was a fantastic decision.

Josh has done a great job managing our retirement plans, our investments, and our budgeting. He’s grown our portfolio in a way that meets our goals and gives us excellent advice when it comes to navigating big purchases. He even helps us out with estate planning. For example, when my father passed away there were some complicated aspects related to his estate, and Josh really helped us navigate those issues.

I really like F5 Financial’s top-to-bottom approach to financial management, and I love working with Josh. He is like having another son, one who is dependable and makes sure we’re taken care of. He is kind and moral, and I know he is looking out for us.

Marcie K.

We originally sought the services of a financial advisor because we inherited stocks that needed to be managed, but as our financial advisor, Josh has done so much more for our financial planning. One of us is retired from the United States Army and there are various items related to that retirement that Josh has taken care of. Josh manages our retirement planning, works with our CPA to do a projected tax assessment to reduce our tax liabilities, and helped us set-up a living will and trust for our kids. We have a blended family, so we wanted to make sure that when we pass, our kids would be able to easily access our accounts and not have to go through probate. We know that when we are gone, Josh will be able to give our children the information they need to make sure assets are transferred to them.

Even though Josh is someone we trust with our money, he is more than a financial advisor; he is a friend and a partner. When our dog passed away, he called us to see how we were doing. We feel safe and financially secure with Josh and the F5 team managing our finances and portfolio.