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Okun Financial Group, Inc.

Kathie H. Okun, ChFC®, CLU® , LUTCF®
President I Wealth Advisor
100 West Road, Suite 408
Towson, MD 21204
410-494-6130
410-844-1818
kokun@okunfinancialgroup.com
www.okunfinancialgroup.com

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Please contact me regarding: 4 Key Estate Planning Documents Everyone Should Consider
 

Kathie Okun is a registered representative of Lincoln Financial Advisors Corp. 

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies. 

If you do not want to receive future emails from me, please call me at 410-844-1818, email me at kokun@okunfinancialgroup.com, or write me at 1300 York Road, Suite 200, Lutherville, MD  21093.

Please do not send any trading or transaction instructions through this email.  They will not be honored or executed.  Should you require immediate assistance, please call the Lincoln Financial Advisors Trade Desk at 1-800-237-3813.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.  You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.  

Okun Financial Group, Inc. is not an affiliate of Lincoln Financial Advisors Corp.  CRN-3308006-102920

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.




This communication is strictly intended for individuals residing in the state(s) of AR, CA, CO, DE, DC, FL, MD, MS, NJ, NY, NC, PA, SC, SD, TX, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.