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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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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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.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.