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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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.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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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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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?