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Health Insurance & Medicare Plans in Texas

We help Texans navigate Medicare options, explore family and business insurance coverage, and stay on top of tax season with expert support—serving Dallas, Austin, Houston, and every corner in between.

The Insurance Team Texas 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 Texas

Our Texas office helps clients evaluate Medicare Advantage plans, compare insurance coverage, and get organized for tax season.

Our Services

Texans rely on us to break down Medicare in plain English, compare Advantage and Supplement plans, and help with Part D drug coverage and annual reviews.

Texans turn to us for life insurance tailored to their priorities and annuities designed to support retirement goals in communities from Houston to Amarillo.

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Texans rely on us for help applying for Marketplace health insurance, finding local plans that fit their doctor preferences and household budget.

Texas families trust us to deliver affordable dental and vision insurance as well as fast, flexible short-term plans to cover unexpected gaps.

Texans count on us for clear, affordable tax preparation services, whether they’re W-2 earners, independent contractors, or running an LLC.

Who We Are

Why Texas Chooses Living Tree

Texans choose us for friendly, expert service—helping them make smart Medicare decisions, choose affordable insurance, and file their taxes with ease.

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!