Insurance Guidance Rooted in Trust

Bridging Life, Health & Retirement

Clarity, experience & honesty

We're an independent, licensed insurance brokerage dedicated to helping individuals and families confidently navigate their options for Medicare, health, and life insurance. Our mission is to simplify complex information, provide clear guidance, and design coverage strategies that protect what matters most at every stage of life. Our agency is relatively new but is built upon decades of experience in serving others. We are rooted in a deep commitment to honesty, education, and personalized care.

you have options

Explore Our Insurance Services

Medicare Coverage

Discover your Medicare options, from Supplement (Medigap) plans to Medicare Advantage, Prescription Drug Plans, and dental, vision, and hearing coverage. 

Social Security Guidance

Few people get all the Social Security benefits they're entitled to, but we can help! Work with a registered advisor to maximize your Social Security benefits.

Individual & Family Insurance Services

Work with our advisors to explore coverage options from dental and vision to supplemental plans, life insurance, long-term care, final expense, and more.

Retirement Solutions

We offer a range of life insurance plan options to provide financial security for your loved ones when you go. Protect their peace of mind when they need it most.

Find out what's new in Medicare and health care

Testimonials

Your success is our success.

"Jill Sallis is highly professional. She works diligently on behalf of her clients to find the best option for each individual. Her work ethic and attention to detail are exceptional. I will gladly continue doing business with her."
Teresa B., San Antonio, TX
"As a retired military professional and dedicated mother, she brings the same focus, integrity, and determination into her Medicare and retirement planning. Anyone who chooses to work with her will be in capable, trustworthy hands."
Rosie A., Spring Branch, TX
"Jill is highly trustworthy and takes full ownership of her work, ensuring that every client receives clear, thorough, and personalized guidance. She has a genuine passion for helping people understand their Medicare options at a granular level—never settling for halfway answers. Beyond her professional expertise, I greatly admire her dignity, honesty, and authenticity—she is always true to herself and operates with integrity."
Jasmin W., San Antonio, TX
"Oak Leaf Advisors was absolutely incredible in helping my mom navigate the complexities of Medicare. From the very first conversation, Jill took the time to explain every detail, answer all of my mom’s questions (and there were a lot!), and made sure she felt confident in her decisions. She didn’t rush us, and she never made us feel like any question was too small. Jill is a gem, and we’re so grateful for her help!"
Greg P., San Antonio, TX
"Moving into the next phase of my life, Jill has been instrumental in providing excellent information regarding Medicare and retirement planning. She is extremely knowledgeable and resourceful. She is very patient in listening and responding to questions, sometimes multiple times. I am very confident in the decisions I've made the best choices for my Medicare and retirement."
DanyClaire, San Antonio, TX
"I've known Jill for years, and I can honestly say she is one of the most trustworthy and compassionate people I know. Her dedication, integrity, and attention to detail make her someone I would absolutely trust with Medicare and retirement planning. She genuinely cares about helping others and takes the time to make sure everything is clearly explained and tailored to each person's needs. Anyone working with her is in great hands."
Heather M., San Antonio, TX

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