About Us

Patriot Family Financial is your dedicated partner in navigating the complex world of Medicare, health insurance, and life coverage. With a legacy rooted in military service and a commitment to community, we bring clarity, compassion, and expertise to every conversation. Our team of licensed agents listens first, then guides you toward solutions that fit your unique needs and budget. We’re not just a brokerage; we’re a trusted ally in securing your financial well‑being.
From the moment you visit our website or call our office, you’ll experience a personalized approach that eliminates confusion and saves you money. We offer free educational tools, such as our Roadmap to Medicare workbook, and host complimentary online seminars that break down the intricacies of Part A, Part B, Part D, and Medicare Advantage plans. By staying informed, you’ll avoid costly mistakes and make choices that protect you and your family for years to come.
Our credentials speak for themselves. We are a certified Service‑Disabled Veteran‑Owned Small Business, wholly owned by a retired Marine Corps officer, and licensed to represent 31 nationally recognized Medicare Advantage and prescription drug plans. Each plan we offer has earned a 5‑star rating, ensuring quality and reliability. We never discriminate—every client receives the same level of professional service and attention, regardless of age, race, or health status.
When you choose Patriot Family Financial, you gain more than insurance policies—you gain peace of mind. Our ongoing support includes annual plan reviews, claim assistance, and a dedicated hotline for quick answers. We celebrate your milestones, whether it’s a new job, a new child, or the next chapter of retirement. Let us handle the paperwork while you focus on living life fully and confidently, knowing that the right coverage is right here, ready to protect you.
Our client‑first philosophy means we constantly monitor policy changes, update you on new opportunities, and advocate on your behalf when claims arise. You’re not just a number; you’re a valued member of our community, and we’re dedicated to ensuring you receive the highest quality care and coverage.