Broker Check
Okun Financial Group, Inc. Facebook   Okun Financial Group, Inc. Twitter   Okun Financial Group, Inc. LinkedIn  
Our Process Video In The Press! Introducing eMoney! Estate Management 101

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!  

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow