Wealth Built Wisely
Friis Investment Management is a virtual retirement income firm equipped to elevate your financial future with our expert advisors. We provide free financial plans as our investment in your retirement. Our approach is client-centric and education-based. We start by understanding your goals, values, and concerns. Then we craft customized strategies that align with your life’s priorities — whether that’s retirement planning, investment management, estate planning, tax efficiency, or business succession. We continuously monitor your plan and adjust as your needs evolve, ensuring you're always moving forward.
At Friis Investment Services, our goal is to optimize your asset performance, enabling you to achieve your retirement income and financial objectives. We help simplify the complexities of financial decision-making. From growing wealth to protecting assets and planning for future generations, we provide the tools, education, and ongoing support to turn goals into reality. Through regular reviews, proactive communication, and responsive service, we serve as your financial advocate every step of the way.
Our Process
Begin with an introductory Zoom meeting (approx. 20 minutes).
Conduct a financial fact find - identify performing, underperforming, and non-performing assets.
Audit current accounts (optional).
Make recommendations.
Achieve Financial Growth Now
Friis Investment Management , Retirement Planning Strategies
Secure your future with customized retirement plans tailored to your financial goals. Friis Investment Management guides you through the entire process.
We analyze four main components of your investment goals:
Time horizon: How far away is your projected retirement? This will determine the accumulation period before you can withdraw funds.
Risk Tolerance: Do you want predictability, low market exposure, protected downside, and guaranteed income, or do you mind market exposure in exchange for higher returns?
Income Sources: What mix of income streams and assets contributes to retirement income? Annuities can stabilize income.
Living costs: We will apply an inflation factor and estimate other retirement expenses to clarify the income needed. We will craft a plan that tracks toward lifetime income.
Wealth Management Solutions
Optimize your wealth with personalized strategies to grow and protect your assets. We evaluate your retirement goals, explain the best options, and recommend solutions to achieve your investment objectives.
Investment Portfolio Diversification
Maximize returns and minimize risks through expertly diversified investment portfolios. We start by understanding your goals, values, and concerns. Then we craft customized strategies that align with your life’s priorities — whether that’s retirement planning, investment management, estate planning, tax efficiency, or business succession. We continuously monitor your plan and adjust as your needs evolve, ensuring you're always moving forward.
Friis Investment Services has been instrumental in growing my portfolio. Their expert advice and personalized approach make investing stress-free and rewarding. I highly recommend their services to anyone looking to secure their financial future.
J. Lee
Choosing Friis Investment Services was the best decision in helping me create my retirement plan. Their knowledgeable team provided clear guidance and tailored strategies that have consistently delivered impressive results. I trust them completely with my investments and recommend their services to anyone seeking financial growth.
A. Morgan
Friis Investment Services transformed my financial outlook with their strategic insights and attentive service. Their expert team crafted a plan that perfectly aligns with my goals and risk tolerance, providing peace of mind. I wholeheartedly recommend them for anyone seeking financial expertise.
T. Bennett
Wealth Built Wisely
Discover tailored investment strategies designed to meet your unique financial goals. Partner with Friis Investment Services to build wealth wisely.