Otium Financial Planners
"Live A Full Life"

Financial Planning

for all of Life's Stages

Want to have fun in retirement?

Then plan for it.

We are excited to grant you complimentary access to myMoneyGuide®, a state-of-the-art retirement planning Lab that lets you create your own personalized plan for retirement, so you can answer this question for yourself.

Who’s Coordinating Your Comprehensive Financial Plan?

As financial representatives, we have seen many clients just like you, who think they have taken care of all their financial issues. They’ve accumulated wealth and made proper investments. They may have a will in place or have bought insurance to protect against the unexpected. Our role as advisors is to help make sure that all of these pieces, and many others, fit together to form a comprehensive picture

Understanding How It All Fits Together

Do you have the proper insurances? Can you be sure your insurance plans meet your needs based on your retirement goals? What about the tax ramifications of your retirement planning? Are your investments in line with the amount of risk you are willing to take? Are you paying the right amount or overpaying for the advice you are being given? What are the hidden costs?

As advisors, it is our responsibility to discuss with you:

  • Your current financial situation
  • Your future goals
  • How you want to live in retirement
  • The legacy you want to leave
  • The tax issues you face now and later
  • How insurance can help you reach your goals
  • Provide you with a written plan
  • Provide you with a true analysis of what you are paying for advice