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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our Professionals

Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

<em>Message from Kathie Okun</em>

Message from Kathie Okun

At OFG, we take pride in serving our clients by taking the time to know them and by taking the worry away from them. We want our clients to live a fulfilled life and one that comes from feeling financially independent. Our process allows them to achieve a sense of security by following a plan while knowing we are behind them each step of the way.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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