100 West Road
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 who find themselves suddenly in transition due to the death of a spouse or partner, divorce, departure from work, or business sale.
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 timeline, 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 within personal portal software which is the map for their financial plan. We teach our clients to prepare for what comes next, whatever that may be. Please refer to our “Process” here
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.
Thank you for visiting our website! Feel free to explore and gain a better understanding of how OFG can help you prosper.