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

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

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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

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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

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Filed Under: Comprehensive Financial Planning, fiduciary, retirement planning

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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

Your Comprehensive Financial Planning Checklist

Most of us have heard the phrase, “If you fail to plan, you are planning to fail,” which Benjamin Franklin supposedly once said. The proverb especially rings true for a whopping one-third of[…]

Filed Under: Comprehensive Financial Planning

What Is a Fee Only Wealth Management Firm – and 7 Other Common Questions

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Filed Under: Comprehensive Financial Planning