Financial Freedom

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Financial Planning Consultants, Accounting Services, Bookkeeping

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Today: 8:00 am - 8:00 pm

41 Years

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(610) 296-9500Visit WebsiteMap & Directions5 Great Valley Pkwy Ste 210Malvern, PA 19355 Write a Review

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Mon - Sat:	8:00 am - 8:00 pm

Places Near Malvern with Financial Planning Consultants

Paoli (5 miles)
Phoenixville (7 miles)
Chester Springs (8 miles)
Berwyn (8 miles)
Exton (9 miles)
King Of Prussia (12 miles)
Wayne (12 miles)
West Chester (13 miles)
Royersford (13 miles)
Newtown Square (14 miles)

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General Info

Financial Freedom is a fee only financial planning firm specializing in helping clients achieve their life goals and objectives. Our fee only 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.

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Phone: (610) 648-6262

TollFree: (800) 503-9500

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Financial Freedom, LLC

IT Financial Services

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http://www.finfree.com

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Financial Planning Consultants, Accounting Services, Bookkeeping, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (610) 296-9500

Address: 5 Great Valley Pkwy Ste 210, Malvern, PA 19355

Website: http://www.finfree.com

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Financial Freedom

Tax Planning
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.
Charitable Giving
Income Tax
After gaining an in-depth understanding of your needs, we develop retirement planning projections that include necessary annual savings, inflation, income taxes, desired spending in retirement, health care concerns, retirement timeline, special retirement goals (i.e. gifting, travel, inheritance), and sources and strategies for retirement income (social security, pensions, use of the portfolio, etc).

Investment Management
Effectively managing your investments is our specialty. The experienced team at Financial Freedom will work to help you protect and grow your investment portfolio. Learn more about our Investment Management services >
Mutual Funds
The Financial Freedom team seeks to create wealth in excess of inflation by investing in low-cost stocks, mutual funds and exchange-traded funds (ETFs). Using a mix of stock and bond investments, as well as other alternatives when appropriate, we carefully manage your risk. And we explain what we’re suggesting and why so you understand it every step of the way.
Bonds
Wealth Management
At Financial Freedom, we value your success. For this reason, we chose to structure our company as a fee-only wealth management firm. What this means for you is that...
Money Market Funds
Financial Freedom’s approach to investing is to decide on the appropriate asset allocation first, and then select the specific stocks, bonds, and mutual funds that will allow us to implement the allocation. We allocate assets between equities, bonds and cash (money market funds). These allocations are based on the client’s age and financial objectives and are adjusted, based on changes in our client’s tolerance for market risk, the economy, and opportunities in the stock market. In terms of tactical allocation, we allocate using six primary asset classes: large cap, small cap, mid cap, international, energy/natural resources, and real estate. Additionally, we also focus on several key business segments such as health care, technology, and financial services.

Cash Flow Analysis
Understanding current cash flow is critically important. How much am I saving at the moment? Is that sufficient? Am I spending money on items that are consistent with my priorities? How will my current spending change as I transition into retirement? These are all key areas that are addressed as part of the cash flow analysis.

Financial Planning
That’s why we don’t just focus on numbers and investments. Instead, we take a long-term, big-picture view to help you get on the path to the life you really want. This involves substantial attention to financial planning, to ensure that all aspects of your life are in order and you’re moving towards your ultimate goals.
Retirement Planning
Whether you’re in the throes of your career, acclimating to an empty nest, or nearing that lifelong goal of retirement, it’s crucial that retirement planning is started sooner rather than later.
Long Term Care
We complete a detailed review of your current coverages and make recommendations for any necessary changes in the areas of: health, disability, automobile, homeowners, excess liability, long term care, and life insurance. Appropriate coverages in each of these areas is critically important to the protection of your income and asset base.
Asset Management
The first level is asset allocation. This is the combination of equities (i.e. investments exposed to the stock market), fixed income (bonds, bond funds, CDs, etc) and cash. Your overall asset allocation should be driven by what we call “your sleep comfort level” which takes into account your desire for volatility, risk tolerance, as well as what requirements are needed from the portfolio.
Gifting Strategies
With three daughters and five grandchildren, they also want to ensure they have an appropriate estate plan in place, implementing a charitable or family gifting strategy. They are looking for a financial advisor who can add value to their lives and puts their interests first. They want to hire someone who will work with them until the end.
College Funding
Given the escalating costs of college, a solid college funding strategy is more important than ever. By establishing college funding for your loved ones, you are directly investing in their future earning potential. Whether planning for your own children or your grandchildren, you can trust that our team of financial planners is well-equipped to help you establish a comprehensive college funding plan. Learn more by calling us at 1-800-503-9500 or filling out our online contact form.
Asset Protection
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.

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