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4 North Park Drive
Suite 400
Hunt Valley, MD 21030

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Okun Financial Group, Inc.

410-568-7600

 
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

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A letter of instruction provides additional and more personal information regarding your estate.

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Combating counterfeiting remains core to preserving the integrity of the nation’s money.

To Buy or Not to Buy

To Buy or Not to Buy

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9 Facts About Social Security

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Split Annuity Strategy

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

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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Assess how many days you'll work to pay your federal tax liability.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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Principles of Preserving Wealth

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

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

Tax Management Strategies

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

Investment Strategies for Retirement

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

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

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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