Short Business Description
We work with affluent women and families to plan for a secure financial future. We assist women owners, widows, newly divorced and those approaching retirement. We transition many from stress in finances to secure living in their financial world. We work in four key areas: Investments, Estate, financial independence and business planning.
Long Business Description
Okun Financial Group Principal Kathie Okun is a hard working Mom, wife, and community member. She leads a team of experts who are fiduciary advisors and are committed to always work in the best interest of their clients. To learn more about the OKUN approach and services offered click here.