Medicare planning
Guidance on Medicare Advantage, Medicare Supplement insurance, Part D, and Special Needs Plans to help you evaluate coverage in light of your healthcare needs and budget.
Encompass Advisory Services
Services for life beyond Medicare.
Personal guidance to help you navigate healthcare, protection, income, and other important retirement decisions with confidence.
How Lisa can help
Support for every part of your retirement journey.
Your circumstances are personal. Lisa takes time to understand your priorities, explain available options in plain English, and help you identify a comfortable next step.
Dental, vision, and hearing coverage
Explore options designed to help manage expenses for routine and major dental services, vision care, and hearing-related needs.
Prescription drug assistance
Help identifying Extra Help, manufacturer assistance, grants, and other resources that may reduce eligible prescription-drug costs.
Medicaid and Medicare Savings Programs
Education and assistance with programs that may help eligible individuals reduce healthcare expenses and Medicare premiums.
Retirement income planning
Conversations about strategies that may help create dependable retirement income and support your long-term financial goals.
Social Security planning
Guidance to help you understand Social Security claiming choices and consider strategies for your retirement benefits.
Final expense and life insurance
Insurance solutions intended to help protect loved ones from unexpected expenses and provide greater financial peace of mind.
Annual plan reviews
Year-round reviews of changes in your health, prescriptions, finances, and coverage needs so you can confirm that your plans still fit.
Hospital indemnity plans
Cash-benefit plan options that may help with certain out-of-pocket expenses associated with covered hospital stays and medical events.
Ongoing client support
Questions do not stop after enrollment. Lisa provides continuing guidance and support as your needs and life circumstances change.
Critical illness coverage
Coverage that may pay a lump-sum benefit following certain serious illnesses, helping with expenses that health insurance may not cover.
Product availability, eligibility, benefits, and costs vary. A personal conversation can help determine which options may be appropriate for your circumstances.
Let’s navigate retirement together
Start with a conversation about what matters to you.
Bring your questions, goals, and concerns. Lisa will help you make sense of the next step.