Michael Perez, Ameriprise Client Experience Award Recipient, 2020

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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  • Connect with us

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  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor.

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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our Approach at Best Life Financial Group focuses around “What Matters Most to You.”

Our team of financial advisors are dedicated to helping you live your Best Life. We are purpose-driven and live by our vision which we are proud to share with you.

Bring us your dreams.

Bring us your vision.

Bring us your conviction.

Bring us what matters to you most.

Bring us your faith in the future. And what you believe.

Bring us your doubts. Your worry. Your “how will we get there from here?”

Bring us your generous spirit.

Your desire to help. And your “How can I do more?”

At Best Life Financial Group we are in the planning business focusing on your financial future. The "helping you have an impact business". The "helping to make your dreams possible" business.

At Best Life Financial Group, we focus on serving a higher purpose while looking to do the right thing along the way.

From financial planning to investment advice.

From the joys of life to the challenges of life.

From figuring it all out, to getting it all done.

We are Best Life Financial Group, and we are here to help you live your Best life.

As our client, you will receive

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Our videos

4 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)