5F
Financial
We are dedicated to reshaping your financial situation by focusing on active listening and tailored financial solutions. Our approach to financial management revolves around creating financial models using available cash and unlocking assets to take control of cash flow. Our goal is to optimize your income and assist you in reaching your specific financial objectives, including your wish lists. Additionally, we provide services for estate planning, tax optimization, and cash management.
What you get
At 5F Financial, LLC, we believe clarity creates confidence. Whether you’re working to get out of debt, improve your credit, grow your business, or plan for the future, Dan Kramer will help you cut through the noise and create a plan you can actually stick with.
Insurance
Leveraging existing networks to generate high-quality leads.
Auto and Motorcycle
Focusing on specific markets, such as senior citizens, to establish authority and trust.
Homeowners and Renters
One-on-one sessions to develop tailored strategies for lead generation and business growth.
# ABOUT US
We Are Fully Dedicated To Support You
5F Financial, LLC was built on the idea that everyone deserves a clear financial roadmap. Life is full of money decisions—big and small—and without guidance, it’s easy to feel stuck or overwhelmed. That’s where we come in.
Led by Dan Kramer, we provide personalized financial consulting that helps individuals and business owners take control of their money, reduce stress, and start moving toward real wealth. We don’t just hand you a generic plan—we walk with you, step by step, to help you succeed.
Let Dan Kramer
help you!
Proven Results, Personalized Support
Personal Financial Planning
Build a budget that works, set savings goals, and prepare for the future with confidence.
Business Financial Consulting
We’ll help you identify opportunities to improve cash flow, streamline expenses, and strengthen your financial foundation.
Credit & Debt Management
Reduce the stress of debt and improve your credit with strategies designed around your unique situation.
Real Mentorship, Real Accountability
Funding Guidance
Need access to capital? We’ll explore the best funding options for your business or personal goals.
Long-Term Wealth Planning
Secure your future with a clear, practical roadmap for building wealth over time.