Otto & Associates, INC.

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Home | Otto and Associates CELEBRATING OVER 30 YEARS OF FEE-ONLY FINANCIAL PLANNING HOME WHAT WE DO INVESTMENT MANAGEMENT RETIREMENT PLANNING ESTATE PLANNING SAVING FOR COLLEGE INSURANCE ANALYSIS TAX PLANNING BUDGETING AND CASH MANAGEMENT CHARITABLE GIVING WHO WE ARE NEWSLETTER CONTACT FORM CRS ADV LINKS MENU HOME WHAT WE DO INVESTMENT MANAGEMENT RETIREMENT PLANNING ESTATE PLANNING SAVING FOR COLLEGE INSURANCE ANALYSIS TAX PLANNING BUDGETING AND CASH MANAGEMENT CHARITABLE GIVING WHO WE ARE NEWSLETTER CONTACT FORM CRS ADV LINKS OTTO ASSOCIATES, INC. Comprehensive Financial Planning: Otto Associates, Inc. is a fee-only financial planning firm. We provide a full range of financial planning services including investment management, retirement and estate planning, saving for college, insurance analysis, tax planning, budget and cash management, and charitable giving. Fee-Only: “Fee-Only" means that we do not represent any companies, receive commissions for selling particular products, or accept compensation from anyone other than our clients. Fiduciary Responsibility: Otto Associates, Inc. adheres to the fiduciary standard. This means: • Acting in the best interest of our clients at all times; • Avoiding conflicts of interest and disclosing any potential conflicts of interest that cannot be avoided; • Providing oversight to assure that all aspects of a client’s financial life are in order; • Acting in good faith and with candor in every encounter; and • Not accepting referral fees

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