At Best Life Financial Group, we have created a boutique practice that is backed by Ameriprise Financial, a Fortune 500 company. Our desire is for you to strive to obtain both a return on investment as well as a return on life.

When you choose to engage with us, your experience will include the following:

- TECHNOLOGY - You will have access to the work we do together anytime, anyplace, and on any gadget.

- ROADMAP - Since the #1 question we get is "How am I doing?", we will help you create a life planning timeline and a financial game plan so you know where you are, where you are going, and what it takes to get there every step of the way.

- VISUAL EXPERIENCE - All your visits with us include a digital presentation that is easy to understand.

- ACCESSIBILITY - We are known for our incredibly quick response times to our clients. You will have 24/7 access to us via phone, email, and texting.

- FLEXIBILITY - We offer a variety of meeting options -in-person, virtual, or via phone call.

- STRUCTURE - Our clients never wonder what's next. Our client service model is predictable and customized to your needs.

-INVESTING - Our investment portfolios are built based on what we call Values-Based Investing. The costs will be transparent and reasonable.

- TEAM - We work as a team to ensure you get the best advice and service possible.

- FAITH - As Certified Kingdom Advisors, if faith is important to you, we can help you integrate your faith into your finances.

Our advisors

Michael J Perez


Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Michael J Perez

Trevor Downing


Financial Advisor

Certified Kingdom Advisor
Learn more about Trevor Downing

Our team

Brittany Wagner

Brittany Wagner


Debbie Foster

Debbie Foster

Operations Director