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Education & planning · Dallas, TX (Dallas County)

Complimentary Financial Needs Analysis in Dallas, Texas

29.4% of Dallas adults aged 19 to 64 have no health insurance, well above the U.S. rate of 11.1% (the highest uninsured rate for adults 19 to 64 of the 22 South U.S. communities on this site). A complimentary review of cash flow, debts, protection gaps, and retirement timing — education-first, with no obligation to buy. Olive, a licensed agent with Manna Financial Services, helps Dallas, TX households compare a free insurance needs review by phone or video, and the first conversation is free.

What matters for a free insurance needs review in Dallas

Dallas has about 1,300,600 residents, 28.6% of households with children and 11.8% of residents 65 or older, so workshop topics range from protecting a young family to planning for Medicare.

Dallas by the numbers

  • 29.4% of Dallas adults aged 19 to 64 have no health insurance, well above the U.S. rate of 11.1% (the highest uninsured rate for adults 19 to 64 of the 22 South U.S. communities on this site).
  • 41.3% of Dallas homes are owner-occupied (U.S.: 65.0%), and the median home value is $315,600, above the U.S. median of $303,400.
  • 11.8% of Dallas residents are 65 or older, about 153,500 people, well below the U.S. average of 17.7%.
  • 28.6% of Dallas households include children under 18, below the U.S. figure of 29.8%.

Dallas and nearby communities

PlaceHouseholds with children65 or olderMedian household income
Dallas28.6%11.8%$67,760
Houston31.2%12.1%$62,894
San Antonio32.8%13.4%$62,322
Austin24.9%10.2%$91,461
U.S.29.8%17.7%$78,538

Sources: U.S. Census Bureau, American Community Survey 2019–2023 5-year estimates.

How we help with a free insurance needs review

  • Review of existing life coverage and obvious protection gaps
  • High-level retirement timing and funding gap discussion
  • Debt payoff priority conversation tailored to your balances
  • Emergency fund and cash reserve recommendations

Read our full guide to a free insurance needs review

Rules that apply in Texas

  • Our education sessions are free and come with no obligation to buy.
  • We do not give tax, legal, investment or credit-counseling advice; we refer you to the right professional when needed.

Questions from Dallas

Is the Financial Needs Analysis truly free?

Yes. There is no consultation fee and no obligation to purchase any product.

Do I need to visit an office in Dallas?

No. Olive works with Dallas and Dallas County households by phone or video, so you can compare options from home. Most applications and signatures can be completed online.

Talk with Olive about a free insurance needs review.

Free, no obligation, by phone or video. Or call or text (937) 388-5346.