Living Tree Financial Group’s mission is to provide a complete picture of financial wellness to our clients and agents.

Our focus is to find the ideal policy to meet each client’s unique insurance needs and budget. 

Our vision is to empower and equip those often overlooked by the financial services industry.

Founded in 2014, Living Tree partners with the industry’s leading insurance providers to find affordable coverage plans for individuals, families and seniors.

Our team of high-trained and motivated agents routinely monitor the market, ensuring Living Tree remains current on the best plan options for our clients.  

Living Tree represents various Medicare Advantage plans, Medicare Supplemental plans and prescription drugs plans to meet the needs of seniors 65 and over, and individuals who are disabled and have Medicare.

Living Tree Financial Group

Org chart

Teams

Offices