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.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Knowing your options when a CD matures can help you make a sound investment decision.
Purchasing homeowners insurance is critical for protecting your home.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: right now.
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?