Broker Check

623 West Market Street
Perkasie, PA 18944

Gregory Frentzen

(215) 290-8940

 
What You Need to Know About Social Security Retirement Plan Detectives Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home

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

Services

We create strategies
tailored to your
goals.

Learn more
Independence

Independence

Without any conflicts of interest we put your needs first.

Learn more
Trust

Trust

We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Paying Off a Credit Card

Paying Off a Credit Card

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

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

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

Paying Off a Credit Card

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

View all videos arrow