Otium Financial Planners

Otium Financial Planners Planning for the future is one of the most important steps we can take-yet it's often the most overlooked. Let us help you live a full life!

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Otium Financial Planners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment

Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org and www.sipc.org

Medicare: We do not offer every plan available in your area. Currently we represent 10 organizations which offer 98 products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) for help with plan choices.

Whether you realize it or not, you’ve allocated your assets.
05/09/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

You might be paying more in taxes than you need to—and not even realize it.From investment timing to account selection, ...
05/09/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/08/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Concerned about identity theft? Some things to leave at home.
05/07/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

05/07/2026
How Many People File a Tax Extension? What You Need to Know Every year, millions of Americans find themselves needing a ...
05/06/2026

How Many People File a Tax Extension? What You Need to Know Every year, millions of Americans find themselves needing a little extra time to get their taxes filed—and that’s where extensions come in. But there’s a lot of confusion...

What every parent needs to know about insuring his or her teen driver.
05/06/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Facing divorce? Don't overlook changes to your insurance coverage.
05/05/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Address

34500 Chardon Road, Ste 4
Willoughby Hills, OH
44094

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+14402522449

Website

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