ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.

ALLEN A. OSGOOD, JR., CFP®, B.S.B.A.
Allen A. Osgood, Jr. is the president of Financial Freedom, LLC. In his role at the firm, Al Jr. is responsible for the development and implementation of comprehensive financial plans. Specifically, Al Jr.’s focus areas include retirement planning, asset allocation, investment recommendations, tax planning, and the firm’s overall financial analysis initiatives. Al Jr. is also the firm’s Chief Compliance Officer. Al Jr.’s greatest role model is his father, Allen Osgood, Sr. When the opportunity arose to enter business together, Al Jr. jumped at the opportunity. Al Jr. served as the firm’s Vice President from 1993 to 2000, when he took on the increased responsibility of President. Al Jr. is involved in every aspect of Financial Freedom’s operation; from establishing and maintaining effective management information and technology infrastructures to the development and implementation of business strategy. Al Jr. finds his work as a Certified Financial Planner™ practitioner extremely rewarding because he knows that life is about more than money. He helps his clients plan for and build the life of their dreams. In his spare time, Al Jr. enjoys spending time at the lake with wife, Lisa, and their three children.

Recent Posts

How Stocks, Mutual Funds and Exchange Traded Funds Can Lead You to Financial Freedom

A client recently asked me, “What are the thought process/selection criteria and research methods that Financial Freedom employs in selecting and recommending stocks, mutual funds and exchange traded[…]

Filed Under: Comprehensive Financial Planning

Why Comprehensive Financial Planning Should Include an Annual Review

When I work with a client, I look at comprehensive financial planning as a roadmap to achieving their financial goals. I lay out the client’s financial and retirement goals in one place, the[…]

Filed Under: Comprehensive Financial Planning

How a Small, Independent Firm Can Help Lead You to Financial Freedom

The goal for most investors is financial freedom – being able to live the life you want without being stressed about money. But when a majority of investors start their search for a financial advisor[…]

Filed Under: Comprehensive Financial Planning

Q&A with Financial Freedom LLC

When it comes to retirement planning, people typically have a lot of questions. And rightfully so. You work hard for your money and you deserve to understand what’s happening with it. So, as[…]

Filed Under: Comprehensive Financial Planning

What Is a Fee Only Retirement Planner?

Planning for retirement can seem like an overwhelming process, from considering whether to plan your own retirement to how to choose a retirement planner. You may have heard conflicting advice from[…]

Filed Under: Comprehensive Financial Planning

Top 3 Reasons Why You Should Work with a Fee Only Wealth Management Firm

You are already retired, about to retire or thinking about retirement. You’ve built up a substantial nest egg, and you’ve worked really hard to get to this point. As you begin to envision all the[…]

Filed Under: Comprehensive Financial Planning

Financial Freedom Launches New User-Friendly Website

Financial Freedom is pleased to announce the launch of our new and improved website.

Filed Under: News

Equifax Security Breach - What You Need To Know And Do

According to Equifax, the breach lasted from mid-May through July.  Hackers targeted people’s names, social security numbers, birth dates, addresses, driver’s license numbers and credit card numbers[…]

Filed Under: Insider, News