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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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.