Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES.
Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula.
Each year we provide our clients with a Wealth Management Services performance evaluation review. 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.
Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client.
We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
Registered Investment Advisor
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Assets Managed by Firm
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Additional Details on Charges