Proven Success

About four weeks ago, I was laid off from my job. I was obviously emotional. After meeting with Ms. Dillon, I felt confident that I would not only regain my financial independence, I would grow more confident as a human being. Though I hesitated in some decisions, she took the time to explain everything and allowed me to make decisions that I felt benefited me. — K.P.

We asked Jean to review a problem with our hospital billing. Within 5 minutes she discovered the hospital had billed Medicare twice for the same procedure, once in 2016 and again in 2017 under a different claim number. As a result, we received a refund from the hospital. THANK YOU, JEAN.  — B.K.

I enthusiastically and wholeheartedly recommend Jean as a financial planner for any individual or family looking for an independent planner to provide expert, tailored and conscientious financial planning. I came to choose Jean from among several individuals after a period of consternation and I feel very fortunate to have found her. From the outset she has taken the initiative to understand me as an individual based on my disposition and experiences. She is a good teacher and makes one, certainly myself, feel comfortable despite the inherent stress involved in facing financial decisions. Jean now lives in a different region of the country from where I am and I am grateful that we are continuing our professional relationship via Web conference. — J.K.

I am happy and confident to recommend Jean's financial planning services. Over the past several years she has assisted me in getting my finances back on track. She has helped me to better understand my situation, my options, and how to realistically reach my goals, in an easy to understand manner. She has helped me immensely and guided me on how to stay afloat during challenging financial phases in my life. Jean is also a really good listener and sincerely has your best interest at heart. In addition, she works to educate you, so you in turn can better help yourself. — L.N.

Jean has unsurpassed knowledge and expert insight on 401Ks and retirement planning. She has simplified what can be complex; clarified what can be incomprehensible. Working with her has been enlightening and empowering at the same time. — A.K.