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Health Insurance & Medicare Plans in Florida

We support Florida individuals and families with personalized Medicare guidance, private health and life insurance options, and full-service tax preparation to simplify every season—whether you’re near Orlando, Tampa, or the Panhandle.

The Insurance Team Florida Families Count On

Living Tree Financial Group is proudly headquartered in Winter Park, Florida, and serves a wide range of communities across Orange, Osceola, Seminole, Lake, Marion, Polk, Pasco, and Volusia counties. Our team of licensed agents is committed to meeting you wherever you feel most comfortable, whether it's at our office, your home, a local coffee shop, or even over Zoom.


Additionally, we are licensed in several other states, including Alabama, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Ohio, Texas, Virginia, Michigan, and New York, through our extensive multi-state team of licensed professionals.

Get Help With Medicare, Health Plans, Life Insurance & More in Florida

We help Florida residents compare Medicare plans, shop for health and life insurance, and file their taxes with confidence and clarity.

Our Services

Florida residents trust us to help compare Medicare Advantage and Supplement plans, review Part D options, and avoid coverage gaps during retirement.

Florida residents choose us for straightforward life insurance and annuity guidance—whether you're protecting your family in Orlando or planning income near St. Pete.

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Florida residents come to us for help understanding ACA health plans, choosing affordable coverage, and enrolling in the Marketplace with confidence.

Florida clients rely on us for affordable dental plans, vision coverage, and short-term health insurance when gaps in care arise.

Florida residents trust us for expert tax preparation, fast e-filing, and help with IRS letters, self-employed returns, and refund maximization.

Who We Are

Why Florida Chooses Living Tree

We proudly serve Florida with trusted guidance on Medicare coverage, life insurance, health plans, and local tax preparation for families and retirees.

Don’t Miss These Enrollment Deadlines

  • Medicare Annual Enrollment Period (AEP): Starts October 15
  • ACA Health Insurance Open Enrollment: Starts November 1
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Who We Serve

Individuals & High Net Worth Families

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Medicare Beneficiaries

Self-Employed Individuals

Executives

(realtors, lawyers, doctors)

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Small Business Owners

And More!

Licensed in Florida & Across Other States

From Winter Park we serve families across Central Florida with in-person and virtual options. We also support clients in other states: Alabama, Georgia, Louisiana, Mississippi, Ohio, North Carolina, South Carolina, Tennessee, Texas, Virginia, and Michigan and can meet you virtually if needed.

Let’s Talk—We’re Easy to Reach

Contact Us Today!