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
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
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.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.