100 West Road
Our Mission, Vision, Core Values & Beliefs
We provide our clients a sense of security and a roadmap for financial success through customized financial planning advice and exceptional service to help them realize their dreams.
Okun Financial Group strives to be a premier financial services firm serving forward thinking individuals, families, and business owners, wherever they may be.
We are fully committed to earning the trust of our clients and strive to provide objective and unbiased advice 100% of the time.
We will listen intently, and with empathy, to allow us to understand our clients' needs in order to provide the appropriate value-added solutions. We truly value our own families, as well as our clients', and we encourage each other to achieve optimum financial, spiritual, and physical health. We want what is best for every client and their family.
We make sure our clients know that we care about them. We are passionate about helping them reach their goals, and, when necessary, we help them create their desired family legacy. We analyze every aspect of our client's financial life to ensure our recommendations are in their best interest. We work as the catalyst to get things done with the client's team of other professionals.
Kathie H. Okun, CLU, ChFC, LUTCF
President / Wealth Advisor Investment Advisor Representative of Lincoln Financial Advisors Corp.