Our Mission

Our team’s combined experience and integrity will help our clients at every stage of life.  We believe that because Life happens, our firm will provide top-quality cost-effective financial strategies that are designed to help our clients realize their financial goals.

Our Vision

Our goal is to work with  clients for whom we can serve as their trusted advisor, attending to the details of their financial life as it moves forward. We will learn about their history, and help them clarify their goals, values and dreams.   We will develop a personal insight into their lives as well as the role money plays for them. By adding our professional financial planning and investment management expertise and wisdom, we will serve as a coach to assist in reaching their personal goals and recognising financial peace of mind.

We will also seek opportunities to better the financial planning industry by educating other financial advisors.  By sharing our knowledge, we will help create an environment where more clients can be effectively served by an increasing number of advisors offering comprehensive financial planning and adhering to a fiduciary standard.

 

Live your most relevant life...

Relevant Life Financial Group financial security advisors are with you every step of the way. Not only will they guide you through the financial security planning process by focusing on your personal needs and goals, they’ll help you understand your options so you can make smart choices. And as your needs change, your financial security plan can change, too. That’s how you live the life that's relevant to you.

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