What Really Matters

Do you spend more time planning a vacation for your family than you do for your retirement?

Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials. But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With Otium Financial Planners we can help you plan a financial future that will make you and your family excited for your upcoming years.

At Otium Financial Planners, we want to help you live the life you’ve always imagined. A life of financial freedom. We coach you through a comprehensive financial planning process that breaks down that ultimate goal into practical steps and motivates you to take action.

As an independent financial advisory services firm, we mirror your entrepreneurial spirit with our own. We do not have proprietary products to sell. We do not have quotas to meet. We do not have shareholders to satisfy. Our only allegiance is to you. Our only obligation is to serve your best interests.

Our independence gives us the freedom to do things our own way. And our way of doing things starts and ends with you. We don’t believe in a one-size-fits-all approach. Our financial advice is tailored to your unique financial situation. Your financial plan is designed to help you build a legacy all your own.. We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Otium Financial Planners we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.