Why work with Lillian?
Lillian Realph, CRC®
Lillian is a Certified Retirement Counselor with over 38 years of experience in investment, retirement and financial planning. Lillian has specialized in retirement planning for the majority of those years with direct experience working with clients participating in all of the Ohio major public pension systems as well as 401(k), 403(b) and 457 plans. Lillian has the ability to develop meaningful relationships and provide a comprehensive assessment process that provides clients with solutions with the highest of ethical standards. Whether you are 30, 20, 10 or 5 years away from retirement, Lillian can help determine the best course of action for a comfortable and worry-free retirement.
Education & Certifications
- B.S. from Franklin University specializing in Business Administration and Human Resources – Columbus, Ohio
- CRC® - Certified Retirement Counselor
- Series 7, Series 63, Series 66 Licenses
- Life & Health Insurance License
- CA License # 4043945
RETIREMENT PLANNING
Do you want to help lower your taxes in retirement and increase your retirement savings?
INCOME PLANNING
Annuities are investments that can be used to help build a guaranteed income stream or a retirement nest egg.
INSURANCE PLANNING
Protect What Matters Most!
Insurance may be one of the most important purchases you'll ever make.