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Financial Planning helps you manage the sometimes daunting process of maintaining a well balanced portfolio. Today, more than ever, it makes sense to partner with an experienced financial advisor who can help you navigate the financial markets. Through Financial Planning, we can help you build a portfolio to help you achieve your individual goals. Whether your goals are highly focused or very broad, our services can help meet a variety of needs including wealth protection, immediate income, a steady reliable income stream, or educational savings goals.

  • Wealth Management can help you achieve your financial goals by building a retirement plan that is suitable for you. Your 401(k) and other savings vehicles you may be using will help to formulate an appropriate allocation for retirement needs.
  • Qualified and Non-Qualified Retirement Plans can help you reward yourself and your key employees while preparing for a comfortable retirement.
  • Mutual Funds* allow you to invest in the equity markets, yet they do so within your specific investment risk tolerance.*
  • Fixed Annuities earn a guaranteed rate of interest and accumulate on a tax-deferred basis. Guarantees are based upon the claims-paying ability of the issuer.
  • Variable Annuities* allow you to choose how your money is invested by selecting a variety of sub-accounts according to your risk tolerance. The investment growth in variable annuities also accumulates tax-deferred.
  • Disability Insurance can be used to replace lost income should an accident, sickness, or injury prevent you from working, or from managing your business or practice.
  • Life Insurance provides an income tax-free death benefit that your beneficiaries can use to help settle personal and professional debts, pay for college expenses, draw a monthly income, and/or keep your business solvent until it can be transferred and sold.

*Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund or a variable insurance product before investing. Please read carefully the prospectuses for the relevant mutual fund or variable insurance product as well as its underlying investment options, which contain this and other information. You may obtain a prospectus from Kathie H. Okun.

The investment return and principal value of an investment will fluctuate so that an investor's share, when redeemed, may be worth more or less than their original cost.

As you go through various stages in life - pursuing an education, getting married, having children, starting a business, purchasing a home, caring for a family member, and for some of you, even divorce - your needs, goals, and objectives will change. With proper planning and suitable financial products, we can help achieve your personal and professional financial objectives. Kathie can offer a wide array of insurance and other financial products designed to support your planning needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (410) 494-6130