Our Services

We provide a full compliment of investment management and insurance planning for our individual and business clients.                                                                                                             

Investment services for clients are customized and focused to meet your specific needs.

Services offered:

  • Investment Management 
  • Retirement Strategies
  • Insurance (Life / Disability / Long Term Care) and annuity products      
  • College Funding

For our business clients we take a consultative approach to understand your current business goals and create custom cost effective solutions to meet those needs.

Services offered:

  • 401(K) Qualified retirement plan analysis, design and implementation.  The process is focused on fiduciary risk management and participant education.
  • Employee benefit analysis, design and implementation.  Focusing on cost effective compliance with health care reform for your medical insurance.  Other employee benefit coverage include: Dental, Life and Disability insurances.  Voluntary and contributory. Micari Financial Group, LLC is a channel partner with Ovation Benefits.