Guidance for retirement and life transitions
If you’re within five to ten years of retirement, you’re about to make some of the biggest financial decisions of your life: Social Security timing, taxes, investment risk, and how to turn savings into steady income. I help you put the pieces together into a clear strategy, then I stay with you to adjust as life changes.
A supportive, judgement‑free place to get organized and move forward
Many of my clients are women and families who want a financial advisor who listens, explains things plainly, and helps them feel confident about what to do next, without pressure or jargon.
People I work with best
I work with people who want more than just investment management. My best clients want a plan and a relationship with a real, live person who can give them ongoing guidance and advice all the way through their retirement. I work best with:
- Individuals and couples 5–10 years from retirement who want to plan proactively
- New retirees who want confidence turning savings into income
- Anyone navigating a major life transition
- People who want help coordinating cash flow, investments, taxes, insurance, retirement, estate planning, and giving
Divorce Planning: Turning your settlement into a stable new financial life
If you’re nearing the end of your divorce and your settlement is becoming clear, this is the moment when good planning can make everything feel more manageable. The legal process may be wrapping up, but now you need to implement the settlement, make confident choices, and build a financial foundation that supports your next chapter.
How I help in the post‑settlement phase
I help you coordinate the practical steps and decisions that follow a divorce, such as:
- Setting up your new cash flow plan and updating accounts for your new household
- Organizing assets you’re receiving (retirement accounts, investments, insurance, real estate proceeds)
- Creating an income strategy if support is changing or ending
- Updating beneficiaries and aligning your plan with new goals
- Building an ongoing advisor relationship so you’re not doing this alone
Support that continues beyond the paperwork
My goal is to help you feel informed, confident, and supported, with a plan that adapts as you rebuild and move forward.
About Vicki Lilley
I have been with Thrivent since 2003, and I'm passionate about helping people plan well for their financial future. My three amazing kids – Aiden, Greysen & Colby – and I belong to Calvary Church in Souderton & enjoy volunteering, camping, paddle boarding, and board games, especially a good game of Dutch Blitz. I am inspired by the quote, “Perhaps this is the moment for which you have been created," and the book of Esther.
Learn more about my team and how we help you plan for retirement at https://connect.thrivent.com/redtail-financial-group
Education & Accomplishments
- Certified Divorce Financial Analyst
- Behavioral Financial Advisor
- Bachelor of Arts, Elizabethtown College
- Pennsylvania Life and Health
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 07 General Securities Representative
- LGBTQ+ Affirming Advisor
Giving Back
At Thrivent, generosity is central to who we are. I love helping clients align financial choices with what matters most to them: family, community, and the causes they support. Some of the local organizations I proudly support include:
Meet My Team
Perkasie Office
Redtail Financial Group
Learn more about our team by visiting our website.
- Title
Team Practice
- Website
- https://connect.thrivent.com/redtail-financial-group
- Phone
- 267-347-3477
Rebecca Dawson-Davis
Becky started with AAL, one of our predecessor organizations, in 2001. She supports our team with client service and through daily administrative and marketing operations. When not at work, she enjoys crafting, reading and spending time with her family.
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Office Professional
Sara Grogan
Sara joined our team in 2022 and supports us with client service and through daily administrative and marketing operations. When not at work, she enjoys hiking, camping, and paddle boarding with her husband and 2 young kids. She also loves capturing special moments for others with her photography skills.
- Title
Office Professional
Jen Carelli
Jen joined our team in 2024 and supports our marketing operations. She is a graphic designer and artist who thrives on creativity. When not designing, Jen loves spending time with family, reading psychological thrillers, meditation, and painting in her studio. Jen always advocates for the underdogs, and spreads kindness to make the world a brighter, more colorful place.
- Title
Marketing Coordinator