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623 West Market Street
Perkasie, PA 18944





GREGORY FRENTZEN

(215) 290-8940

 
MENU
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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


WE USE RISKALYZE TO MAKE SURE THAT YOUR PORTFOLIO REPRESENTS YOUR PORTFOLIO, NOT
OURS.  TRY IT FREE TODAY.












YOUR FINANCIAL FUTURE

Today’s economic environment presents many challenges. But along with these
challenges comes opportunities and potential rewards for those who can identify
long-term trends.

Whether you’re facing retirement—or looking to better understand certain
investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more
about your personal situation, identify your dreams and goals, and understand
your tolerance for risk. Long-term relationships that encourage open and honest
communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and
calculators designed to help you learn more about the world of personal finance.
As you search my website, send me a note regarding any questions you may have
about any particular investment concepts or products. We'll get back to you
quickly with a thoughtful answer.

Learn more



SERVICES

We create strategies
tailored to your
goals.

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INDEPENDENCE

Without any conflicts of interest we put your needs first.

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TRUST

We enjoy building trusted relationships that span generations.

Learn more




HELPFUL CONTENT


RETIREMENT INCOME AND THE TRADITIONAL PORTFOLIO

Experiencing negative returns early in retirement can potentially undermine the
sustainability of your assets.


THE A, B, C, & D OF MEDICARE

Learn about all the parts of Medicare with this informative and enjoyable
article.


SHOULD I PAY OFF DEBT OR INVEST?

This calculator will help determine whether you should invest funds or pay down
debt.

 
 * Articles
 * Calculators
 * Videos

PROBLEMS WITH PROBATE

Probate can be a completely public process, or it can be managed to include as
little information as possible.

WHY EVERYONE NEEDS AN ESTATE STRATEGY

Do you have an estate strategy? You should.

SECURE ACT 2.0: AN OVERVIEW

The second iteration of the SECURE Act brings forward several changes to the
world of retirement.

CREATIVE WAYS TO MOTIVATE YOUR EMPLOYEES

Five creative (and inexpensive) ideas for motivating your employees.

A PRIMER ON DIVIDENDS

A company's profits can be reinvested or paid out to the company’s shareholders
as “dividends."

A MEAL FOR ALL GENERATIONS

When it comes to generational differences, knowing the facts can be difficult.

VIEW ALL ARTICLES

PAYING OFF A CREDIT CARD

Enter various payment options and determine how long it may take to pay off a
credit card.

POTENTIAL INCOME FROM AN IRA

Estimate your monthly and annual income from various IRA types.

WHAT IS MY CURRENT NET WORTH?

Use this calculator to estimate your net worth by adding up your assets and
subtracting your liabilities.

SHOULD I PAY OFF DEBT OR INVEST?

This calculator will help determine whether you should invest funds or pay down
debt.

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

ASSESS YOUR LIFE INSURANCE NEEDS

This calculator estimates how much life insurance you would need to meet your
family's needs if you were to die prematurely.

VIEW ALL CALCULATORS

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

A bucket plan can help you be better prepared for a comfortable retirement.

KEEPING UP WITH THE JONESES

Lifestyle inflation can be the enemy of wealth building. What could happen if
you invested instead of buying more stuff?

THE LATTE LIE AND OTHER MYTHS

Check out this video to begin separating fact from fiction.

PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

HOW TO RETIRE EARLY

Retiring early sounds like a dream come true, but it’s important to take a look
at the cold, hard facts.

THE JUNK DRAWER APPROACH TO INVESTING

It's easy to let investments accumulate like old receipts in a junk drawer.

VIEW ALL VIDEOS

 


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Address
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LOCAL WEATHER

18944






Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

Copyright 2024 FMG Suite.



Registered Representative offering securities and advisory services through
Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and Registered
Investment Advisor. Cetera is under separate ownership from any other named
entity.

I may offer insurance products from insurance companies that are unaffiliated
with Cetera Advisors LLC or its affiliates. Such products are not guaranteed,
endorsed or recommended by Cetera Advisors LLC



CONTACT

Frentzen Financial Solutions

Office: (215) 290-8940

623 West Market Street
Perkasie, PA 18944

Series 6, 7, 63, 66

greg@frentzenfs.com



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