4 North Park Drive
Suite 400
Hunt Valley, MD 21030

The Okun Financial Group, Inc.

410-568-7600

 
A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Welcome to The Okun Financial Group

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 is 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

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

What to Look for in Personal Finance Apps

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

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

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

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Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Safeguard Your Digital Estate

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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