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

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

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

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Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Why a Long-Term Relationship with Your Financial Advisor Can Benefit YOU

In my opinion, everybody can benefit from a financial plan, because every aspect of your life has an effect on your finances and your financial future. Your goals, your life circumstances and your[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Who Should Be on Your Financial Planning Team?

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Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Fee-Only Wealth Management Vs. Commission-Based Financial Advice: Let’s Compare

When it comes to hiring a financial advisor to help you with retirement planning, you have a myriad of options to choose from. But along with that vast selection comes the difficulty of picking the[…]

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Getting Ready for Retirement? Here are 4 Things To Do First

Whether you’re in the throes of your career, acclimating to an empty nest or getting ready for retirement, it’s crucial that retirement planning is started sooner rather than later.

Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Why the Fiduciary Rule Matters to You

At Financial Freedom, we see this scenario often: You have a bit of money saved up that you’d like to put to good use. Perhaps you’re thinking about investing some of it so you can earn more than the[…]

Filed Under: Comprehensive Financial Planning, fiduciary