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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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.