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.