• "Live a Full Life"

  • “If you fail to plan, you are planning to fail!” ​​
    -Benjamin Franklin

    Whether that day is just around the corner or decades off, it's never too late or too soon to begin planning for retirement.

  • It's the unexpected that changes our lives.

    Some things in life will always be complicated

    ...but protection doesn’t have to be one.

  • Does your money control you or do you control your money?

  • Financial Planning for all of Life's Stages

    Planning Your Future, it's one of the most important things we can do, but it's also the most overlooked. Here at Otium Financial Planners we'll help you accomplish your future financial goals every step of the way. 

Financial Planning

Want Financial Freedom at all stages of life?   Then plan for it.

Insurance Planning

Financial Protection for your loved ones


If you are like many Americans, you may find that you are spending more than you're saving and steadily going deeper into debt as a result.

Client Portals

Access to Financial Planning Tool, Performance Reporting and Statements and Tax Documents

Upcoming Events

We offer events throughout the year covering many topics and not always financially related. Register here for upcoming events

Contact  Us

Have a question?  Let us Help.