Malcolm G. Fries & Associates, Inc. is a financial planning
firm and Registered Investment Adviser headquartered in Newport News, Virginia.
We offer financial planning and investment advice on a fee basis. Our financial
planners thus avoid potential conflicts of interest by working solely for you.
You receive personal
attention. Whether you are building assets for the future--or seeking to protect,
enjoy, and pass on those assets which you already have—Malcolm G. Fries
& Associates is ready to help with sound, professional advice.
Your financial objectives may include:
- Creating and preserving wealth
- Establishing charitable legacies
- Increasing your peace of mind
- Maximizing wealth transfer
- Minimizing the risk of financial catastrophe
- Protection against inflation
- Providing for a child's education
- Reducing tax burdens
- Securing retirement income
Then, we can help you by providing services like these:
- A second opinion on current financial planning and investments
- Advice on employee stock options
- Analysis of insurance needs
- Asset and investment management
- College funding strategies
- Estate planning
- Long-range and life-style planning
- Lump-sum distribution advice
- Retirement planning strategies