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FESS FINANCIAL

Name: Christopher C. Fess, ChFC, CASL, CLU
Address: 8668 John Hickman Parkway, Frisco, TX, 75034, US
Telephone: 972.377.9070

8668 John Hickman Parkway, Suite 603
Frisco, TX 75034

Phone:

972.377.9070

Fax:

214.423.1823

E-mail:

fess@KCDfinancial.com

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Christopher C. Fess, ChFC, CLU, CASL

Smiling professional man in a suit and tie

Christopher Fess started in the financial industry in 1989 and is an Investment Advisor Representative and a Registered Investment Advisor. Additionally, Chris is also a Chartered Financial Consultant and Chartered Advisor for Senior Living. In the last 30 years, he has taught and educated over 10,000 people and prepared 7,000 financial plans. He is known for his high-energy teaching style and his passionate belief that financial and retirement planning can change and improve people's lives.

Noah C. Fess

Smiling young man in a black suit and grey tie

Noah Fess is an Investment Advisor Representative and a Registered Investment Advisor and has been an integral part of Fess Financial since 2017. He shares a strategic role in investment research, portfolio allocation analysis, and client recommendations. He works with clients to design portfolios that meet their specific objectives, time horizon and risk tolerance. Noah integrates investment portfolios with the client's overall retirement strategy, taking into consideration their goals, assets, fears, desires, and dreams.

Newsletters

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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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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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.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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