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Live A Full Life

Otium - Latin, meaning, leisure time in which a person can enjoy eating, playing, resting, contemplation and academic endeavors, a time in a person's life (retirement) after previous service to the public or private sector, withdrawing from one's daily business or affairs and to engage in activities that are considered to be artistically valuable or enlightening.

Finding the Balance

Planning Your Future, it's one of the most important things we can do, but it's also the most overlooked.  Life is full of Milestones. Starting a career, getting married, growing your family, starting a business and retiring are just some of the amazing things we experience. Here at Otium Financial Planners we'll help you accomplish your future financial goals every step of the way. 

Focused On You

Fiduciary Role

As a fiduciary, we are always looking out for your best interests. This includes looking at all aspects of your financial life. We will start by learning what matters most to you as well as what your goals are and when you want to achieve them.

Designed for You

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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