Allen A. Osgood Jr.

Allen A. Osgood Jr.

| CFP®

Financial Freedom, LLC

(800) 503-9500

Contact Me

www.finfree.com

Providing Fee-Only Wealth Management Services

Specialties

  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Fee-Only Financial Planning
  • 401(k) and IRAs
  • Clients Work with Owners
  • Annual Evaluation Package
  • Retainer Approach
  • Tax Planning

Visit Us

408 US Route One
Second Floor
York, ME 03909

8044 Montgomery Road
Suite 700
Cincinnati, OH 45236

2661 Commons Boulevard
Beavercreek, OH 45431

6151 Lake Osprey Drive
Third Floor
Sarasota, FL 34240

5 Great Valley Parkway
Suite 210
Malvern, PA 19355
  • CERTIFIED FINANCIAL PLANNER™ professional
  • B.S.B.A. degree with concentration in Finance
  • 16 years of part-time comprehensive financial planning, asset allocation, and investment management experience
  • Member, Financial Planning Association
  • Registered Investment Advisor (SEC)
  • 15 years of finance and accounting experience as a management executive with Procter & Gamble, a Fortune 50 global company
  • Significant experience with the acquisition and divestiture of various sized businesses. This includes a knowledge base of both financial modeling and having the ability to integrate acquisition and divestiture strategies into the development of comprehensive financial planning and wealth management strategies.
  • Significant experience with the ownership, operation and financial modeling of multi family residential rental units