Welcome to The Okun Financial Group
Kathie H. Okun, CLU, ChFC, LUTCF
President and Investment Advisor Representative of HTK
The Okun Financial Group, Inc. (OFG) is an industry leader in financial solutions for the affluent investor and the successful business owner. We serve those investors that find themselves suddenly in transition due to the death of a spouse or partner, divorce, departure from work, planned or otherwise.
We pride ourselves on serving the multi-generational family as well as the non-traditional family. We believe that a well thought out and implemented estate plan can be the foundation of a secure financial future for either a business, family or both. Our goal is to help craft a plan that suits our client’s needs. We operate within their time-line, going at their pace, but with informative and intentional suggestions that help clients make necessary decisions about their financial future.
At OFG, we teach our clients how money works. We provide tools that track assets, liabilities, legal documents, insurance details, a budget and more. We assist our clients to determine their goals and then design a plan to help reach them. We implement a “Model for Financial Success”. This model is the game-board for their financial plan. The rules we teach, helps prepare our client for the next move. Please refer to our “Process” tab from the home page for a short video that will explain this concept further.
Thank you for visiting our website! Feel free to explore and gain a better understanding of how OFG can help you prosper.
I welcome you to meet the team who supports me and our clients every day! Each team member brings unique skills and experience to OFG and you can meet them here.
I am personally here to answer any questions with the click of an email!
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Building Your Legacy
A four-step framework for building a personal legacy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The uncertainties we face in retirement can erode our sense of confidence.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
An inside look at how marginal income tax brackets work.
Six overlooked tax deductions to help manage your tax bill.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
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