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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

Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

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