How To Find the Best Financial Advisor in Malvern, PA

How do the wealthy in Malvern, Pennsylvania find the best financial advisor for their needs? The same way people of other income brackets and in other geographical areas do, by deciding which[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

What Millionaires Look for in a Financial Plan

Many, if not all, millionaires enjoy financial freedom and financial independence. However, they also value a lifestyle of hard work and fiscal prudence no matter how high their account balances, and[…]

Filed Under: Comprehensive Financial Planning, retirement planning

5 Reasons Why Choosing A CFP® Makes Sense!

There are dozens of financial designations for industry professionals, and any planner can call himself or herself a financial planner. However, the Certified Financial Planner™ designation stands[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

5 Tips For Finding Your New Financial Advisor

You have big financial goals, and finding the best financial advisor to make these goals achievable is a big decision. Comprehensive financial planning is crafted by qualified financial advisors and[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

What Does Retirement Look Like to You?

Retirement looks different to everyone. For some, it means having the time to travel the world and start checking off things from a bucket list. For others, it means spending time at home with[…]

Filed Under: Comprehensive Financial Planning, retirement planning

How Should You Pay for Financial Planning?

Financial advisors are compensated with various pricing strategies that are based on their knowledge, licensing, and company affiliations:

Filed Under: Comprehensive Financial Planning, retirement planning

What Does Financial Freedom Mean to You?

August 26, 2019 By ALLEN A. OSGOOD, CFP®, M.B.A.

Financial freedom means something different to everyone. But the way to get there is typically the same. At Financial Freedom, we like to use this equation: 

Filed Under: Comprehensive Financial Planning, retirement planning

10 Items That Should Be On Your Retirement Checklist

While exciting, the idea of a retirement planning process can leave you overwhelmed and with more questions than answers. Perhaps you’ve been saving money for retirement since landing your first big[…]

Filed Under: Comprehensive Financial Planning, retirement planning

How to Start Financial Planning in 8 Steps

Financial planning is an excellent way to build your wealth. Proper coaching from a financial advisor can promote behavior that helps you build your wealth and maximize your retirement assets. That’s[…]

Filed Under: Comprehensive Financial Planning

How to Know if Your Financial Advisor is a Good Fit

Financial advisors are an integral piece of your financial life, and as such, you should choose them with care. Even if you’ve done your homework and choose to work with a fiduciary financial advisor[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning