FESS FINANCIAL
8668 John Hickman Parkway, Suite 603
Frisco, TX 75034
Phone:
972.377.9070
Fax:
214.423.1823
E-mail:
Christopher C. Fess, ChFC, CLU, CASL
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
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.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.