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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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.