Protecting your foundation through

Connect With Us Today

Health Insurance & Medicare Plans in Ohio

Ohio clients count on us for Medicare advice, independent health and life insurance reviews, and complete tax services—whether you’re in Cleveland, Columbus, or rural communities throughout the state.

The Insurance Team Ohio 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 Ohio

We offer Ohio residents trusted Medicare help, life and health insurance plans, and accurate, timely tax preparation services.

Our Services

Ohio residents count on our Medicare expertise to simplify plan selection and get clear answers on Supplement, Advantage, and prescription drug options.

Ohio clients trust us for personal guidance on life insurance policies and annuities that support long-term financial security across every stage of life.

an older man is hugging a younger woman
A man is holding a baby in his arms and the baby is sticking out his tongue.

Ohio families and individuals turn to us for help enrolling in ACA health insurance, reviewing provider networks, and understanding out-of-pocket costs.

Ohio clients find value in our dental and vision plans as well as short-term health insurance that bridges the gap between long-term coverage options.

Ohio clients choose us for accurate tax prep, self-employment filings, and guidance on deductions, credits, and year-round planning support.

Who We Are

Why Ohio Chooses Living Tree

Ohio families trust us for practical support in comparing Medicare options, reviewing insurance needs, and preparing tax returns with personal attention.

Don’t Miss These Enrollment Deadlines

  • Medicare Annual Enrollment Period (AEP): Starts October 15
  • ACA Health Insurance Open Enrollment: Starts November 1
A group of people are planting a plant in the dirt.

Who We Serve

Individuals & High Net Worth Families

A black and white drawing of two people holding a baby.

Medicare Beneficiaries

Self-Employed Individuals

Executives

(realtors, lawyers, doctors)

A black and white drawing of an office chair on a white background.

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!