The Frieden Agency

Sally Kocen, CLTC

 

My name is Sally Kocen.  Thank you for visiting my website.

I am extremely proud to be affiliated with The Frieden Agency as it was founded by my grandfather, Jack Leterman.  We specialize in insurance, investments, and employee benefits.  Our motto has continued to be "service with integrity" since  June, 1928

As a financial professional since 1998, I am committed to finding the best solutions for my client's needs.  This may include, but is not limited to life insurance, long term care insurance, and investments.  When putting together a complete financial strategy the goal is to cover as many concerns as possible to help ensure security during every state of your and your family's lifetime.

 

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

HOT TOPIC: Is a Strong Dollar Good for the U.S. Economy?

Understanding the rising U.S. dollar and its potential effect on the economy, consumers, and investors.

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

More Newsletters →