About Us
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. Relevant Life Financial Group was established to provide services to people who are serious about achieving financial success and independence. Our advisors help you to reach your full potential while building lasting foundations for your business, family and estate. 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.
Our Vision
Our goal is to work with every day people for whom we can serve as their trusted advisor, attending to the details of their financial goals which will change throughout life. We will work with your history, helping you to clarify your goals, values and risks to support your journey with finance. When investing with our professional advisor’s financial planning and investment management expertise and wisdom, you can have peace of mind knowing that we have your back.
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.
