SERVICE WITH INTEGRITY SINCE 1928
The Frieden Agency began operating in 1928. Founded by the late Jack J. Leterman, the Agency has always focused on meeting the needs of business owners and individuals by offering employee benefits and life insurance planning. In the late 1990s, the Agency augmented its focus on retirement planning services and wealth management. This led to the creation of the Frieden Wealth Management arm of the Agency. In addition to health, life, long-term care, and disability insurance, the Agency offers its clients a full range of innovative products and services aimed at building, maintaining, and protecting assets.
From its inception, The Frieden Agency has felt a strong sense of community and industry responsibility. Today, members of our Agency participate in: The March of Dimes, Special Olympics, Public Broadcasting, the Alzheimer's Association, the National Association of Insurance and Financial Advisors (NAIFA), and the various organizations that are essential to the betterment of our community.
Since 1928, it has been the mission of The Frieden Agency to serve our clients with honesty and integrity. Today, we feel more committed than ever to these principles.
The Frieden Agency |
Newsletters
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?