Kate Fries (CFP®)

Kate Fries focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Retirement Planning & Distribution Rules

Planning Specialties

The Family Firm helps you transition to living on--and ensuring that you won't outlive--your assets. We continuously coordinate financial planning and investment activities, developing and implementing a customized investment strategy that reflects your unique circumstances. Our primary concern is your financial security. We work with professionals --physicians, lawyers, and executives -- as well as with widows, business owners, and those in alternative lifestyles.

Why spend your hard-earned dollars on commissions and high mutual fund management fees instead of on trusted guidance from your own team of financial experts?

We successfully deliver our services nationwide via a virtual environment.