A black line is being drawn on a white background.

About us

A Partner You Can Count On

Whether you’re exploring Medicare options or managing benefits for your company, we’re here to simplify the process, support your goals, and earn your trust—every step of the way.

A black arrow pointing down on a white background.

Meet the Team

A woman wearing a black jacket and a floral shirt is smiling for the camera.
A man wearing glasses and a white shirt is smiling for the camera.
A view of the ocean from a cliff with mountains in the background.

A Better Insurance Experience Starts Here

At Definitive Financial & Insurance Services, we believe insurance should feel less like a transaction—and more like a conversation. Founded on the values of trust, clarity, and long-term partnership, our mission is to simplify the complex and guide you toward smarter financial decisions, whether you’re managing your health coverage or building a benefits strategy for your team.

A group of people standing next to each other on a white background.

Who We Serve

  • Seniors Turning 65

    We specialize in helping you navigate the Medicare enrollment process—from understanding Part A and Part B to choosing between Advantage and Medigap plans. You’ll get clear, personalized guidance based on your health, budget, and goals. We’ll also help you avoid late penalties and plan for future coverage needs with ease.

  • Individuals & Families

    Whether you’re self-employed, between jobs, or looking for dental, vision, or life insurance, we’ll help you find the right fit. Our process is consultative and pressure-free, so you can explore your options with confidence. We also offer support for travel insurance, long-term care, and final expense planning.

  • Small & Mid-Sized Businesses

    We partner with growing companies to design, manage, and optimize employer-sponsored benefits. From group health to supplemental plans, we help you offer meaningful benefits that attract and retain great people—without adding administrative headaches. Compliance, renewals, and employee education? We’ve got it covered.

  • Caregivers & Family Decision-Makers

    Helping a loved one enroll in Medicare or manage their coverage? We’re here for you, too. We make the process easier for adult children, spouses, or legal guardians by explaining options clearly and handling the details. You don’t have to do it alone—we’ll walk through it together.