OTIUM FINANCIAL PLANNERS

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... Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success... Planning is a process of setting goals, developing strategies, and tasks and schedules to accomplish the goals we wish to achieve. At Otium Financial Planners we utilize a goal-based approach to help you tell and build your story.

Primary location: Willoughby Hills United States