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 To Manage Your Finances During COVID-19 Market Volatility

The COVID-19 pandemic has caused a great deal of economic distress throughout the U.S., including major declines in the broad-based stock market indexes like the S&P 500. That index started tumbling[…]

Filed Under: Comprehensive Financial Planning

Do Your Retirement Savings Need a Fresh Start?

As the middle of the year approaches, it may be a good idea to review aspects of your financial plan to assess whether they need a fresh start. Look at the performance of your 401(k)s and individual[…]

Filed Under: retirement planning

Are Your Investments in Sync With Your Goals?

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Filed Under: Comprehensive Financial Planning, retirement planning

5 Questions to Ask Your Financial Advisor

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Filed Under: Comprehensive Financial Planning

Do I Need Personalized Wealth Management?

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Filed Under: Comprehensive Financial Planning

How Your Financial Advisor's Retainer-Based Fees Benefit You 

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Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

Five Top Reasons To Make an Estate Plan 

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Filed Under: Comprehensive Financial Planning, retirement planning

Retirement Planning Utilizing Monte Carlo Simulation 

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Filed Under: Comprehensive Financial Planning

What is Strategic Diversification?

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Filed Under: Comprehensive Financial Planning

Top Questions To Ask a Financial Advisor

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Filed Under: Comprehensive Financial Planning, retirement planning