From Medicare to Wealth Planning

Insuring your future, today.

Meet Patricia Davis

I'm from the charming town of Punxsutawney, Pennsylvania. I'm a happily married mother of two energetic boys, balancing family life with a dynamic career.

As an independent licensed insurance agent, I specialize in Medicare, under-65 Health Insurance as a certified Pennie broker, Life Insurance, and Wealth Planning. I provide tailored insurance solutions to meet a variety of needs. I am well-versed in the latest healthcare coverage options and regulations.

My dual focus in Medicare and the under-65 market allows me to offer comprehensive guidance to clients of all ages.

I love helping people find the right insurance coverage for their needs.

Services I Provide

Medicare Planning

Learn about your rights and options with the Medicare program and associated supplemental services that can reduce your financial risks associated with medical costs.

Under-65 Health Insurance

As a certified Pennie Broker, we can go over your health insurance options and find you the maximum coverage at the most affordable price.

Group Health Insurance

We can find a plan that's right for your budget, but helps your employees thrive.

Life Insurance

Ensure your lifestyle and protect your assets. I can help you find protection from catastrophic life events by transferring the risks.

Long-Term Care

The leading cause of poverty among the Senior Community is long-term care. Put your plan in place now to safeguard your future.

Wealth Planning

Helping individuals prepare for all of life's transitions, from asset accumulation to income generation and asset distribution.

start planning today!

Call 814-952-6103

Compare Medicare Plans

Looking for the right Medicare plan? Use my link to compare and enroll in plans that fit your needs and budget. Enrolling here ensures I'll be your agent of record, so you'll always have someone you trust on your side.

Click the button below to open the PlanEnroll to find the plan that fits you.

Compare plans

Assess Your Financial Picture

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.

Click the button below to open the Color of Money Risk Analysis.

TAKE THE ASSESSMENT

My Amazing Top-Rated Partners

Success Financial logo Cloe Lake Insurance American Senior Benefits logo

Providing you the maximum coverage at the most affordable price.

UPMC logo Highmark Health logo SilverScript logo Aetna logo United Healthcare logo Cigna logo Humana logo Pennie logo GCU logo Royal Neighbors of America logo Nassau logo North American logo

We do not offer every plan in your area. Currently, we represent 10 organizations which offer 96 products in your area.
Please visit Medicare.gov or call 1-800-MEDICARE. You can also contact your local State Health Insurance Assistance Program (SHIP) to get information on all your insurance options.

What My Clients Are Saying
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Thank you, Patricia.  You have truly taken a load off of my shoulders in the way you have helped me to choose my Medicare supplement plan.  I'm thankful for your assistance. You're also a truly friendly and compassionate person.  Thank you for doing what you do.

- Karen V.
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