RASHONNER K. LILLIE ACHIEVES MEMBERSHIP IN MILLION DOLLAR ROUND TABLE
Ameriprise Vice President and Financial Advisor —Rashonner K. Lillie, recently achieved membership in million dollar round table. She shares why is it important to help clients plan their financial goals for a lifetime?
“I realized in college that I had an opportunity to help those in my community improve their financial literacy and feel more financially confident. Therefore, I decided to make it my purpose over 14 years ago to help educate and guide individuals to financial independence through financial advice.
It is imperative to set specific financial goals, determine a detailed action plan, track progress and adjust the plan as life unfolds. It is extremely rewarding to help clients attain goals such as retirement, wealth accumulation and college funding to name a few. My hope is that the knowledge I share with each client can have a multiplying effect on future generations.”
Photo: Rashonner K. Lillie