Vicki Lilley, Thrivent
My goal is to help you make the most of your financial journey and to help you live the best life possible with the money you have. I get to know you, your financial goals and your personal values. Together, we’ll build a solid financial plan that’s right for you and your family and/or your business.
Whether you need help with a specific need or you want a comprehensive analysis and plan, I’m here to help. WEBSITE
I focus on bringing these values to my clients:
Organization – I will help bring order to your financial life.
Accountability – I will help you follow through on your financial commitments.
Objectivity – I bring insight from the outside to help you avoid emotionally-driven decisions on important money matters.
Proactivity – I work with you to anticipate your life transitions and to be financially prepared for them.
Education – We will explore what specific knowledge you need to succeed in your situation.
Partnership – I will work in concert with you, not for you, to make your best life possible.
The products and services I provide include:
Insurance: Life, disability, long-term care and medicare supplement
Investments: mutual funds, variable and fixed annuities, brokerage and managed accounts, strategies for asset allocation and diversification
Retirement: Traditional and Roth IRAs, SEP and Simple plans, Retirement income planning
Other: Charitable giving solutions, College planning strategies