528 W Market Street, Perkasie, PA 18944, USA
(267) 354-1120
info@perdiemworkspace.com

Vicki Lilley Thrivent

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.
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

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