Vicki Lilley
FIC, CDFA®, BFA™
Financial Planning for Women • Divorce Financial Planning • Retirement Planning
State(s) Licensed: DC, FL, NC, NJ, PA, SC, VA
101 N. 5th St., Ste C
Perkasie, PA 18944
Financial Planning for Women • Divorce Financial Planning • Retirement Planning
State(s) Licensed: DC, FL, NC, NJ, PA, SC, VA
Empowering You to Navigate Your Financial Journey with Confidence
Helping You Plan for a Confident Retirement
At Redtail Financial Group, our team specializes in retirement planning, working closely with individuals who are five to ten years away from retirement to help ensure they enter this next chapter with confidence. We take a holistic approach, addressing every aspect of your financial life—including cash flow, insurance, investments, tax strategies, estate planning, and charitable giving—so you have a clear, personalized roadmap for your future.
In addition to comprehensive retirement planning, I have a special focus on helping women navigate the financial challenges of major life transitions, including divorce and widowhood. I am passionate about empowering women with the knowledge and strategies needed to build financial security and independence.
Whether you're preparing for retirement, facing a financial transition, or simply looking for experienced guidance tailored to your unique needs, our team is here to help. Schedule a no-obligation introductory meeting by filling out the contact form below, and let’s start planning for your future together.
Divorce Financial Planning
As a Certified Divorce Financial Analyst®, I provide guidance and expertise to help individuals navigate the financial complexities of divorce and separation. Life transitions such as these can feel overwhelming, bringing uncertainty about the future. Whether you're navigating this journey individually or as part of a couple, I am here to offer compassionate, personalized support that considers all aspects of your well-being—emotional, physical, and financial.
During the divorce or separation process, I work closely with you and your attorney to evaluate the long-term financial impact of proposed settlements. A settlement that appears fair today may not meet your future needs, and I help you understand why while offering alternative solutions to help support your financial future.
To help you get started, I offer a complimentary, no-obligation one-hour consultation. This initial meeting allows me to learn about your unique situation, answer your questions, and provide clarity on the financial considerations at hand. My services are provided on a flat-fee basis, ensuring you can reach out freely as we work together to build a secure foundation for the next chapter of your life.
Meeting Options:
Virtual - Zoom
Main office - 101 N. 5th St, Perkasie
Monarch Works Studio, 1094 Second St Pike, Richboro
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