Allen Osgood, Jr. (CFP®)
Allen Osgood, Jr. focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Financial Freedom has been providing Fee-Only Wealth Management Services since 1981. We focus on providing two critical services: Comprehensive Financial Planning and Asset Allocation, Portfolio Diversification and Investment Management. Our Investment Management services utilize a strategic combination of stocks, bonds, no load mutual funds and exchange traded funds. Client assets are custodied at Fidelity Investments (Boston, MA).
Additional Information
Our Fee Approach
Most investment managers charge fees based on a % of assets. We utilize a retainer approach in establishing fees. Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management.
Two Very Important Arrows In Our Quiver
We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals and objectives.
Annual Performance Evaluation
Each year we provide our clients with a Wealth Management Services evaluation package. We recap all of the Comprehensive Financial Planning activities that we have performed and we compare each client's portfolio results (after retainer fees) to relevant industry benchmarks. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives.
NAPFA Start Date
October 15, 2013
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