Dedicated Planning Services
The financial planning process is customized to be uniquely yours. It looks at where you are today and where you want to be. Then our team helps you stay on track with strategies to address your needs and long-term plans. We discuss potential roadblocks and prepare you for the unexpected.
Working collaboratively with a Thrivent financial professional team in a dedicated planning relationship with services for a fee has many benefits. With your input our team will help you:
- Establish your financial vision.
- Assess your net worth, cash flow and protection needs.
- Develop strategies to help you reach your goals.
- Provide written recommendations and advice.
- Coordinate with other professionals, if applicable.
- Periodically review your plan to help you stay on track.
The fee for service depends on the complexity of your financial situation and the level of analysis required. We provide you a specific cost estimate for your written customized financial plan which may include:
- Retirement accumulation strategies
- Retirement income-distribution strategies
- Investment planning and portfolio recommendations
- Income tax strategies and tax-wise planning
- Estate planning strategies
- College planning strategies and
- Savings strategies
Together our financial professionals that are licensed to offer investment advisory services can create a personalized plan to help you reach your goals.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship
Summary for more information about us; our relationships and services; fees,
costs, conflicts, and standard of conduct; disciplinary history; and additional
information. Available upon request from your financial professional and on
thrivent.com/disclosures.
Licensing, Associations and Education
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law Examination
Life and Health Insurance Licensed in CA Insurance Lic. #4302387, DC, FL, IL, IN, MD, NC, OH, PA, SC, TN, VA, WV
Accredited Financial Counselor, AFC®
Bachelor of Business Administration, Roanoke College
Master of Business Administration in Financial Planning, Indiana
Wesleyan University
Member: National Association of Insurance and Financial
Advisors, NAIFA
About Victoria Neeley
After receiving my MBA from Indiana Wesleyan University I was thrilled to join Thrivent. As a Financial Advisor, I work to help you reach your financial goals through personalized guidance at all stages of the financial journey.
When I was 22 and newly graduated in Business Administration from Roanoke College, I began to share with friends that being proactive with money decisions was a great way to make the most of what you have. When I worked with homeless families in 2000, I felt such gratitude from them as we walked together through their financial decision-making process. Just knowing that I had helped these families to improve financially was very meaningful to me. It is the reason I went on to pursue a graduate degree in Financial Planning.
I have been a member of Thrivent since the 1990's because of their Christian values and their community generosity. At Thrivent, we view money as a tool - one that can afford you a life rich in meaning and gratitude. Our communities and our lives are so much better when people make the most of all they've been given. I'm here to help you do just that.
Meet My Team
Caron Clements
Caron has been at Thrivent since 2010 and began her career in Life Insurance before moving to the Remote Practice Support team in 2021. She brings over 20 years of Insurance and Financial services industry experience and functions as liaison to achieve exceptional workflow and solutions. She supports all product related tasks to help leverage workload.
- Title
Licensed Senior Practice Support Specialist
- Location
Remote
- Phone
- 920-628-4719
Jessica Cameron
Jessica has been with Thrivent since 2021 as part of the Remote Practice Support team. She started her career within the Financial Industry as an Insurance Producer and Licensed Office Support Professional 9 years ago. She supports all products and related tasks to help leverage workload.
- Title
Licensed Advanced Practice Support Specialist
- Location
Remote
- Phone
- 920-628-4719
Amie Fox
Amie has been with Thrivent since 2024 and brings with her 15 years of experience in the financial services industry, having been a Registered Representative and Registered Assistant. She supports all products and related tasks to help leverage workload.
- Title
Licensed Practice Support Specialist
- Location
Remote
- Phone
- 920-628-4719
Heather Kirch
Heather has been at Thrivent since 2013 and began her Thrivent career in Contract Change before moving to the Remote Practice Support team in 2019. She has expertise in life insurance and supports all products.
- Title
Practice Support Specialist
- Location
Remote
- Phone
- 920-628-4719