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Be in Control of What Happens Next

No matter where you are in your financial journey, our team is here to help. We specialize
in four key areas to ensure financial security for you and your loved ones.

Our Process


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Our History


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Our Values


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Our Resources


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<br/>Empowering Women to Own<br/>Their Financial Future

Empowering Women to Own
Their Financial Future

To live a fulfilling and financially independent life, you need to work with someone who listens, collaborates, and has your best interests at heart. For over 25 years, Okun Financial Group has helped people navigate their financial journeys through active planning, orchestration, and empathetic listening. From shifts in the financial market to changes in your family and personal life, we provide comprehensive plans that put your specific wants and needs into action.

Our Approach

Our Approach

Having a personalized plan empowers you to pursue your short and long-term goals. That's why our approach emphasizes:

  • Listening attentively, and with empathy, to understand your wants, needs, and aspirations
  • Collaborating with you to offer education and guidance, so you can make informed financial decisions
  • Actively improving your plan to reflect new developments in your life and the world around you
  • Building security and self-confidence with a trusted and supportive advisor

A Message from Kathie

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 is designed to help them achieve a sense of security by following a plan while knowing we are behind them each step of the way. 

About Kathie

Kathie Okun, ChFC, CLU, LUTCF, guides the financial lives of families, individuals and business owners, as she has done for nearly three decades.
Her practice focuses on one thing—her clients. Kathie’s passion is to educate her clients, so they may gain control over their finances and invest wisely.

Client Centered

Be Heard

Let's Discuss Your Financial Future

Speak with an advisor who truly listens to you. Schedule a meeting with Kathie to talk about your goals.

Tell Us How We Can Help You Today

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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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