100 West Road
Be Heard. Be Confident. Be Independent.
Create financial freedom through active financial planning built with your circumstances in mind.
No matter where you are in your financial journey, our team is here to help. We specializein four key areas to ensure financial security for you and your loved ones.
FINANCIAL INDEPENDENCE PLANNING
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.
Having a personalized plan empowers you to pursue your short and long-term goals. That's why our approach emphasizes:
"It can be your plan or someone else's plan. Which one do you want it to be?"
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.
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.
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.
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."