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Our Process Video Visit our Events page! In The Press! Introducing eMoney!

Welcome to The Okun Financial Group

Kathie H. Okun CLU, LUTCF
President and Investment Advisor Representative of HTK

The Okun Financial Group, Inc. (OFG) is an industry leader in financial solutions for the affluent investor and/ or the successful business owner. We serve those investors that find themselves suddenly in transition due to the death of a spouse or partner, divorce, departure from work, planned or otherwise. 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 time-line, 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”. This model is the game-board for their financial plan. The rules we teach, helps prepare our client for the next move. Please refer to our “Process” tab from the home page for a short video that will explain this concept further.

Thank you for visiting our website! Feel free to explore and gain a better understanding of our firm. We are available to answer any questions you may have.

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Should I Invest In REITs?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?


Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

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