Otium Financial Planners

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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.

Social Security COLA: What It Means - and What It Does Not - for Your 2027 Plan Friday, October 23, 2026 Every October, ...
10/23/2026

Social Security COLA: What It Means - and What It Does Not - for Your 2027 Plan Friday, October 23, 2026 Every October, Social Security gets a burst of attention when the next year's cost-of-living adjustment is announced. For millions...

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
10/22/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

10/22/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?
10/20/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Decoding Star Ratings: How to Use CMS Quality Ratings to Pick a Top Medicare Plan When comparing Medicare Advantage and ...
10/20/2026

Decoding Star Ratings: How to Use CMS Quality Ratings to Pick a Top Medicare Plan When comparing Medicare Advantage and Part D plans, premiums and benefits are important. However, the Medicare Star Rating is another valuable tool that...

PART 3 OF 4 | PUBLICATION DATE: MONDAY, OCTOBER 19, 2026 Taxes, RMDs, and Generosity: Year-End Decisions With Purpose "T...
10/19/2026

PART 3 OF 4 | PUBLICATION DATE: MONDAY, OCTOBER 19, 2026 Taxes, RMDs, and Generosity: Year-End Decisions With Purpose "The thoughts of the diligent tend only to plenteousness" - Proverbs 21:5 (KJV) The final months of the year can...

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10/19/2026

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Medicare Open Enrollment: Why Doing Nothing Is Still a Decision Friday, October 16, 2026 Medicare Open Enrollment begins...
10/16/2026

Medicare Open Enrollment: Why Doing Nothing Is Still a Decision Friday, October 16, 2026 Medicare Open Enrollment begins every year on October 15. For many retirees, that date comes and goes with little attention because the current...

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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