NAPFA: The National Association of Personal Financial Advisors

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Financial Freedom, LLC

This Office:

5 Great Valley Pkwy Ste 210
Malvern, PA 19355-1426
Phone: (800) 503-9500

Primary Office:

2661 Commons Blvd
Beavercreek, OH 45431-3704
Phone: (937) 458-3661
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Other Offices:

6151 Lake Osprey Drive, Third Floor
Sarasota, FL 34240
Phone: 800-503-9500
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8044 Montgomery Road, Suite 700
Cincinnati, OH 45236
Phone: (513) 697-6400
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Advisors At This Office
Allen Osgood, Jr., CFP® Multilocation flag
NAPFA-Registered Financial Advisor

Financial Freedom, LLC

We provide our clients with FEE-ONLY Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services.  For those clients considering retirement our key question is:  As nearly as you can tell, are you going to outlive your money, or is your money going to outlive you?

How Do We Get Paid / Our Retainer Approach

As NAPFA members, we are FEE-ONLY Financial Planners, compensated solely on the basis of fees paid by our clients.

Most investment managers, who provide only investment management, 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.

See our website for more information on our qualifications and what differentiates us versus the competition.