How we work


Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Christian Financial Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Awards & recognition

  • Best Life Financial Group, Ameriprise Client Experience Award, 2020

Community participation

Mike, Trevor, Lola, and our clients participating in the June Ameriprise Day of Service at Lifeline
Mike, Trevor, Lola, and our clients participating in the June Ameriprise Day of Service at Lifeline

At Best Life Financial Group, we regularly participate in the semi-annual Ameriprise Day of Service. 2020 afforded us only one opportunity to serve in person, but we were thrilled to partner in June with Lifeline Christian Mission to make meals for families living in impoverished areas across the globe. Additionally, over the holidays, we partnered with the Welcome Wearhouse in Dublin, OH to provide active wear, bedding, and other items to local families in need.