We're passionate about helping you plan for your financial future.
For our latest news and updates, check out our newsletter: The Redtail Financial Group Rundown
When you work with our team, we guide you in creating a plan that’s tailored to your unique goals and values. The plans we design cover every aspect of your financial life, including cash flow, insurance, investments, tax planning, retirement planning, estate planning, and charitable giving. You share your goals, and we provide a personalized roadmap, serving as your guide every step of the way.
Whether you’re seeking guidance on a specific issue, advice for a successful retirement, or financial clarity during a life transition such as divorce, our team is here to help.
As a Certified Divorce Financial Analyst, Vicki Lilley specializes in analyzing and providing expertise on the financial complexities of divorce. Life changes can create uncertainty and fear, making it difficult to move forward. Taking care of yourself and your family involves many factors—emotional, physical, spiritual, and financial. When the future feels uncertain, we’re here to offer dependable advice, compassion, and guidance.
To schedule a no-obligation introductory meeting, simply fill out the contact form below, and someone from our office will reach out to you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
