Your Life, Your Plan

Advice that works for you

Relevant Life Financial Group was established to provide services to people who are serious about achieving financial success and independence.

Our goal is to assist them in reaching their full potential while remaining confident that they are acting in the best interests of their businesses, families and estates.

People want to be a part of something that is growing and productive. Our clients place a high emphasis on resilience, passion, and maintaining a healthy work-life balance.

Collaboration is the key to excellent financial planning and good relationships. The comprehensive planning approach at Relevant Life Financial Group gives our clients a clear picture of how they may best care for their families, businesses, and themselves.

We’re delighted to begin a conversation with you, learn more about you, and assist you in developing a strategy that will allow you to achieve your goals.

A Stronger, Better You: Why It’s Important to Look After Your Financial Health

A stronger, better you: Why it’s important to look after your financial health – Freedom 55 Financial  By making small lifestyle changes, you could help you and your loved ones financially. A stronger, better you: Why it’s important to look after your financial...

Crucial Conversations To Have About Shared Financial Assets

It’s important for couples to talk about money and planning together. These conversations aren’t always easy to have when a family situation is complex. Considerations need to be made when one spouse makes a significantly higher income, there are differing...

Five Financial Steps For New Parents

Five financial steps for new parents Five financial steps for new parents Starting a family can be overwhelming. Be sure to keep these financial steps in mind. While personal finances may not be on your mind (likely getting enough sleep is), here are five important...

Insurance: Protect more than just your home

When you buy a home, you need a way to help protect yourself and your family financially, no matter what happens. Your bank/lending institution probably talked to you about mortgage insurance (also called creditor insurance) when you bought your house. It means if you...

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.