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
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Your Business: Minimum-Wage Laws in the Spotlight
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lease Payment
How much would your monthly lease payment be?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.