Legal, Financial and Insurance Services in Dallas, Texas

Get the answers that you need from our panel of experts

Scroll down to see all of our experts!

Financial, Legal and Insurance for Seniors | Celebration Senior Magazine | Free Online and Print Senior Magazine


1320 Greenway Drive Suite 480 | Irving, TX 75038 | 972-550-7259


One AmeriLife, many possibilities


More and more Americans are buying insurance to protect their families, according to a recent study. Perhaps you are one of them.

We offer affordable insurance and retirement solutions to empower people to live longer, healthier lives. Since the early 1970s, AmeriLife agents have collaborated with people to learn their stories and find insurance and retirement solutions to address their concerns and ease their fears of the unknown.

Join Us for a Complimentary Meal!

On behalf of AmeriLife of Texas, LLC, you and an adult guest are invited to attend an EXCLUSIVE FREE DINING EVENT. This informational workshop is by invitation only and will fill up quickly, so call today to assure your seat is reserved 1(800) 429-0203. 

  • Facebook
  • Instagram
  • Twitter
  • LinkedIn
  • YouTube
Financial, Legal and Insurance for Seniors | Celebration Senior Magazine | Free Online and Print Senior Magazine

Blue Cross Blue Shield of Texas 

You can think of Medicare as a safety net. But even a safety net can have holes. Medicare covers many of your health care expenses. But it was never designed to pay all your health care costs. If you rely only on it to cover all your medical and/or prescription drug expenses, you could come up short. Consider enhancing Original Medicare to help protect you against some of the expenses it doesn't cover. It's why we offer you the plan choices of Blue Cross Medicare Options.

Blue Cross Medicare OptionsSM provides a choice of plans to suit your needs and budget including:

  • Blue Cross Medicare Advantage (PPO)SM

  • Blue Cross MedicareRx (PDP)SM

  • Blue Medicare SupplementSM

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
Insurance and Legal Resources for Seniors | Online Senior Magazine | Celebration Senior Magazine

Community Wealth Advisors - Raymond James

At Community Wealth Advisors our vision is to offer financial services to meet the unique needs of the people we serve, transforming lives, businesses and our community through the power of personal relationships and professional advice.



Put clients first.  Act with integrity. 

Think long term.  Value independence.


Our GOAL - Helping you achieve financial well-being and your specific financial goals.


Give us a call for a complimentary consultation.

109 N Ballard Ave, Wylie, TX 75098


On Facebook:


Stephen Wilson, CFP®    

Financial Advisor


Allison Wilson               

Financial Advisor            


Sherry Snodgrass 

Office Manager


©2021 Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Community Wealth Advisors is not a registered broker dealer and is independent of Raymond James Financial Services.

  • Facebook



469-601-9362 (TTY: 711)


Are you turning 65 or new to Medicare?
Let us help you explore your insurance options
• Medicare Advantage plans
• Prescription drug plans
• Medicare Supplement insurance plans
• Dental coverage
• Vision coverage
• Hospital indemnity
• Cancer
We also sell other health products* like:
• Life insurance
Working hard to help make getting the benefits you want easier—
that’s part of what we call human care.
*Other health products would have to be discussed on a separate call from
Medicare products. These additional insurance offerings are not Humana
Ask about Humana’s Care Highlight™ program

  • Facebook
  • Instagram
  • Twitter
  • LinkedIn
  • YouTube
Visit Website
Financial, Legal and Insurance for Seniors | Celebration Senior Magazine | Free Online and Print Senior Magazine

McGee Law Firm




Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.

If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely.

That is why McGee Law Firm offers this wealth of free information and free seminars. Read our Estate Planning articles, and if you’re in the area, join us at an Estate Planning seminar. We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family’s future.

  • Facebook
  • Instagram
  • Twitter
  • LinkedIn
  • YouTube

Mutual of Omaha Mortgage - Funding America's Retirement

David Leslie, CRMP
Home Equity Specialist | NMLS# 168176 | 1-817-597-0253

At Mutual of Omaha Mortgage, we’re here to help solve one of the most significant challenges facing the Baby Boomer Generation today…being financially prepared for your retirement years. We’re committed to educating retirees and their families on ways to use their housing wealth to comfortably “age-in-place” or “right-size” into a new home.

Introducing, the Home Equity Conversion Mortgage (HECM) Lifestyle Home Loan. With this flexible tool, homeowners can often resolve current or anticipated financial challenges by using their home’s equity to help enjoy a peaceful and secure lifestyle during retirement. Our goal is to educate you on the many ways you can use the Lifestyle Home Loan to help secure your retirement. We’ll always welcome your trusted advisors and family into the conversation at your request.

As a Home Equity Specialist at Mutual of Omaha Mortgage, I am dedicated to helping you achieve your retirement goals.


Mutual of Omaha Mortgage, Inc., NMLS ID 1025894. These materials are not from HUD or FHA and the document was not approved by HUD, FHA or any Government Agency. Subject to credit approval. Equal Housing Lender.

  • Facebook
Financial, Legal and Insurance for Seniors | Celebration Senior Magazine | Online and Print Senior Magazine

North Dallas Bank and Trust, Co. 

Addison 5150 Keller Springs Road @ The Tollway, 75248

Dallas 12900 Preston Road @ LBJ Freeway, 75230

Frisco 7359 Preston Road @ Stonebrook Parkway, 75034

Las Colinas 7660 N. MacArthur Blvd., 75063

Plano 3900 Preston Road @ Lorimar, 75093


North Dallas Bank & Trust Co. opened for business in 1961. As one of the area's largest independent banks, we proudly claim a history with the same name, same ownership and a record of profitability for every year in operation. Our main office is located on the southeast corner of Preston Road and LBJ Freeway (I-635). We have additional banking centers located in Addison, Frisco, Las Colinas and Plano (see Locations for maps).

Our goal is to develop innovative products and services to meet all of your banking needs now and in the future. We are committed to offering our customers superior customer service at all times. For years our staff has taken great pride in the personal attention we give our customers. We're here today and more importantly, we'll be here tomorrow.


For additional information, feel free to visit any of the other areas of this website or you may call us at (972) 716-7100 to speak directly with someone.


The bank's assessment or service area consists of a radius of approximately five and one-half miles of each banking office. This area is comprised of whole geographies, or census tracts, as determined by the Bureau of the Census

  • Facebook
  • Instagram
  • Twitter
  • LinkedIn
  • YouTube

Wills on Wheels

Have You Reviewed Your Will Lately?

I help you take charge of your life while you are able to make estate choices.

Save time by having me come visit you at your preferred location.

  • No childcare issues

  • No lost work time

  • No hassles!

My clients have been very happy that they can take care of their wills, powers of attorney,
or other estate planning documents from the comfort of their own home.

Now offering - Will Parties !

  • Facebook
  • LinkedIn