Financial Freedom is a fee-only wealth management firm specializing in helping clients achieve their life goals and objectives. Our wealth management services include Comprehensive Financial Planning and Investment Management services. We understand that no two clients are alike, which is why we create tailored plans to suit your specific needs and objectives.
Comprehensive Financial Planning
We provide comprehensive financial planning for clients across the U.S. You bring the dreams, we’ll bring the tools to make them a reality.
We know you worked hard for your assets. We’re here to help you maximize those assets through strategies focused on growth and asset protection.
Financial Freedom is a Fee-Only Firm
As fee-only planners, we do not accept any commissions or compensation from other sources. When working with Financial Freedom, you can be confident you are receiving independent and objective recommendations. While many investment managers charge fees based on a percentage of assets, we implement retainers to establish our fees. This approach allows us to focus on what really matters: your best interests. Compared to other investment management firms that charge based on percentage of assets under management, our retainer fees are generally less expensive and provide both comprehensive financial planning and investment management services.
The Importance of Reflection: Annual Performance Evaluation
At Financial Freedom, we value transparency. We know how hard you’ve worked for your money, which is why we encourage you to review the value of our relationship annually. Our goal is to provide “added value” so that you view our fees as an investment and not just another expense. Each year, we provide our clients with a Wealth Management Services evaluation package wherein we recap all the Comprehensive Financial Planning activities we have performed. Furthermore, we compare each client’s portfolio investment return performance to relevant industry benchmarks. This evaluation process allows clients to see how our retainer relationship directly contributes to the achievement of their life goals and objectives.
More Than Money
At Financial Freedom, we understand that life is about more than money. Whether ensuring your family’s financial stability for years to come or planning out your post-retirement dreams, our team of fee-only planners is dedicated to your success.
You bring the financial aspirations, we provide the tools and guidance that helps bring them to fruition.
Our Certifications and Industry Affiliations
ALL firm members are CERTIFIED FINANCIAL PLANNER™ professionals. We believe that the education, examination, and experience requirements of the CFP® program are a required minimum to provide outstanding wealth management services.
Paladin Registry is an independent organization dedicated to helping investors identify quality financial professionals. Paladin has provided Allen A. Osgood with their highest 5 Star FADD (Financial Advisor Due Diligence) Certification.
National Association of Personal Financial Advisors – The country’s leading professional association of Fee-Only financial advisors requiring high standards and commitment to a Fiduciary Oath and Code of Ethics.
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.