Lisa Dillon, Medicare Insurance Broker

About Me

As a Registered Social Security Analyst (RSSA®), I specialize in helping individuals and families navigate the important decisions involved in retirement and Medicare planning. Combined with my Life and Health Insurance Broker license, I can create personalized strategies tailored to your unique needs, goals, and budget.

After 20 years in financial planning, my passion naturally evolved into helping people prepare for retirement and confidently enjoy the years ahead. This stage of life often comes with important questions and complex decisions, and having the right guidance can help you avoid costly mistakes, unexpected expenses, and unnecessary stress.

I work closely with clients to simplify Medicare and Social Security planning, retirement income strategies, distributions, and ways to help reduce healthcare costs and taxation — all while supporting your lifestyle goals and legacy wishes.

Our comprehensive retirement analysis can help you:

- Understand your Medicare options

- Maximize Social Security benefits

- Evaluate the best age to claim benefits

- Review spousal, family, and disability benefits

- Plan retirement cash flow and distributions

- Identify opportunities to reduce expenses and taxes

My goal is to help you feel informed, confident, and financially secure so you can enjoy retirement with greater peace of mind.

Most of our services are provided at little or no cost to you. Please call today to learn more or schedule a consultation.