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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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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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.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?