You don’t need a bigger paycheck. You need a smarter system.
You’ve put in the work to earn strong income. But if you’re still feeling financial pressure or unsure what it’s really building toward, you’re not alone. At 5F Financial, we help you stop financial leakage, streamline your cash flow, and create wealth that lasts for generations.
How High-Income Earners Are Saving 28% Automatically
No budgets. No cutbacks. Just smarter cash flow.
Build a Legacy with the Rockefeller Method
We’re one of the few firms nationwide licensed to implement the Rockefeller Method. This is a proven approach to protect, grow, and pass on wealth without creating entitlement.
Build a Legacy with the Rockefeller Method
Create a family financial constitution.
Use structured trusts to preserve privacy and impact.
Build wealth systems that support each generation instead of resetting.
“The goal isn’t just to pass on assets. It’s to pass on wisdom, structure, and stewardship.”
What Are Our Customers Saying ?
Here’s What Most New Clients
Accomplish in the First 90 Days:
Get your full financial picture on one page.
Implement a personal cash flow system that saves 20–30% automatically.
Identify and plug your top 3 financial leaks.
Set up your Income Reservoir and baseline spending.
Gain clarity on what’s safe to invest and where to wait.
MEET THE OWNERS
Dan Kramer & Ryley Smith
The 5 F’s
At 5F Financial, we believe that Faith, Family, Fitness, and Finance are the four cornerstones of life. Being organized and disciplined in these areas leads to the fifth F: freedom. These values are a compass for all we do, personally and professionally.
FAITH - We believe in something bigger than ourselves, which keeps us grounded. We know our time on earth is limited and should be about more than material things. Our faith keeps us humble and honest – we would rather suggest a strategy that earns us nothing but improves the client’s situation than make a profit. We want to create strategies that sit right with your conscience and allow you peace of mind.
FAMILY - Family is the most important thing in the world to us and our clients. They are the reason we get up and do what we do every day. We want to do what’s best for them and give them every opportunity, starting with making good financial decisions.
FITNESS - We recognize the importance of taking care of your mental and physical health to enjoy the benefits of all those years of hard work in the golden years of retirement.
FINANCES - We hold finances as a core value because a strong financial foundation gives you freedom, security, and the ability to make decisions from strength instead of stress. When your money is organized, your entire life and business rise with it.
FREEDOM - If you do these things with some prioritizing and discipline, you will achieve Freedom ~ Freedom of Choice, Freedom of Finances, Freedom of Time, Freedom to create sovereignty and live the life you want.
Get In Touch
