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Tailored Solutions for Your Financial and Business Success.

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At Mike Garcia Financial, we provide a full range of financial, investment, and business planning services designed to help you achieve your goals. From risk management to estate planning, our team is here to guide you every step of the way.

Efficient | Personalized | Strategic

  • Services

Business Planning

Empower your business with robust retirement plans, profit-sharing strategies, and succession planning solutions.

  • Attract and retain top talent

  • Plan for business continuity

  • Optimize tax benefits

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Efficient Tax Strategies

Optimize your tax liabilities with professional tax management services and strategies for tax-free growth.

  • Reduce tax burdens

  • Maximize tax-free growth

  • Plan for long-term financial health

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Estate Planning

Ensure your legacy with comprehensive estate planning, including wills, inheritance strategies, and elderly care solutions.

  • Protect your assets

  • Provide for loved ones

  • Ensure your wishes are honored

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Investment Planning

Grow and secure your wealth with diverse investment options, including stocks, bonds, ETFs, and more.

  • Stocks and Bonds

  • ETFs and Mutual Funds

  • SMAs and UMAs

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Risk Management Services

Protect your future with tailored insurance solutions, including life insurance, long-term care, and income replacement plans.

  • Life Insurance

  • Long-Term Care/Extended Care

  • Disability/Income Replacement

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Retirement Planning

Plan for a good and fulfilling retirement with strategies for wealth accumulation and efficient fund distribution.

  • Accumulation and Distribution

  • Maximize retirement savings

  • Build a strong financial foundation

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  • How it works

Your Life, Your plan

Our planning is designed to provide you with a clear, step-by-step path to a clearer financial future…

Schedule a Consultation

Meet with our experts to discuss your goals and needs.

Personalized Planning

Receive a customized plan tailored to your unique situation.

Achieve Your Goals

Implement the strategies with our guidance and support.

  • Partners

Working Alongside The Best In America

We collaborate with industry-leading partners to deliver the best solutions for our clients.

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It’s fast, it’s simple, and there’s no obligation. Take the first step toward building a plan to help you meet your financial goals.

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Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneFlorida Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor. OneFlorida Financial Group may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, OneFlorida Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency. Client testimonials are the personal views of a select group of OneFlorida Financial Group clients. These clients do not have a financial interest in OneFlorida Financial Group and were not paid to express these views and have no other interest in or relationship with OneFlorida Financial Group other than a client relationship. These opinions are not necessarily indicative of future performance or results and may not reflect the experience of all clients. Upon clicking third-party external links, you will access content that is not controlled, reviewed or approved by, and is not the responsibility of, the entities and individuals who provided the content you are leaving. Access OneAmerica Securities Form CRS.

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