Allen Osgood, Jr. (CFP®)

Allen Osgood, Jr. focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial Freedom has been providing Fee-Only Wealth Management Services since 1981.  We focus on providing two critical services:  Comprehensive Financial Planning and Asset Allocation, Portfolio Diversification and Investment Management.  Our Investment Management services utilize a strategic combination of stocks, bonds, no load mutual funds and exchange traded funds.  Client assets are custodied at Fidelity Investments (Boston, MA).

Additional Information

Our Fee Approach

Most investment managers charge fees based on a % of assets.  We utilize a retainer approach in establishing fees.  Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management.

Two Very Important Arrows In Our Quiver

We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals and objectives.

Annual Performance Evaluation

Each year we provide our clients with a Wealth Management Services evaluation package.  We recap all of the Comprehensive Financial Planning activities that we have performed and we compare each client's portfolio results (after retainer fees) to relevant industry benchmarks.  We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives.

NAPFA Start Date

October 15, 2013

Industry Start Date

April 01, 2003

This Office

5 Great Valley Pkwy Ste 210 Malvern, PA 19355-1426 Phone: (800) 503-9500 Fax: (800) 503-9580

Other Offices

6151 Lake Osprey Drive, Third Floor Sarasota, FL 34240 Phone: 800-503-9500 Fax: 800-503-9580
8044 Montgomery Road, Suite 700 Cincinnati, OH 45236 Phone: (513) 697-6400 Fax: (513) 697-6410
2661 Commons Blvd Beavercreek, OH 45431-3704 Phone: (937) 458-3661 Fax: (866) 697-6410