Welcome to Fries Financial Services, a full-service company specializing in retirement planning and estate conservation.
As personal financial professionals, we can:
• Help you clarify and define your goals
• Recommend solutions that fit your needs
• Deliver timely information
• Explain how changing financial conditions affect you
• Monitor your financial progress
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. If you have any questions, please call us at (979) 846-8395 or e-mail us at service@friesfinancial.com. We will be happy to help. We look forward to talking with you.
Client Login
Below is a link to our Fact Finder for Prospective Clients. Please fill out and email to service@friesfinancial.com at your earliest convenience.
Newsletters
-
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
-
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
-
Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
-
Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?