EMPOWERING FINANCIAL
FREEDOM & LEGACY

We transform lives by equipping driven individuals and families with the strategies, mentorship, and resources to achieve true financial independence and create generational wealth that lasts.
Our Commitment to You
Your Partner in Financial Confidence

Protecting Your Future, Every Step of the Way

With personalized guidance and proven solutions, we help individuals and families plan for life’s milestones—offering protection, security, and peace of mind for what matters most.

Learn how to plan, protect, and prepare with confidence.

Hosting seminars and workshops on financial literacy, tax-free retirement income, and wealth-building strategies to empower clients and agents with smarter financial decisions.

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Financial Education Seminar
7595 Irvine Center Dr #120 Irvine, CA 92618

How To Win The Money Game – Irvine

Strategies to grow your money, save more money, & outpace inflation in this new economy.

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Financial Education Seminar
1000 Lakes Dr #170 West Covina, CA 91790

How To Win The Money Game – West Covina

Strategies to grow your money, save more money, & outpace inflation in this new economy.

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Networking Event
12141 Lewis St., Garden Grove, CA 92840

A Night at the Shrine

A Night At The Shrine Business Mixer is a high-end philanthropic gathering hosted in the serene setting of the Marian

Turn Ambition Into Opportunity

Empowering driven individuals to launch a successful career in financial services, with expert training, dedicated support, and opportunities for substantial income growth.

Team Resilience is Here for
Life’s Biggest Moments.

Up to
42%
of American adults lack enough life insurance.
Meet Our President

Leo Truong

Leo Truong is a Vietnamese-American financial professional based in California, specializing in insurance and financial services. A first-generation graduate with a degree in Business Marketing, Leo began his career in 2011 with a mission to help families gain financial security and peace of mind.

Guided by integrity, service, and excellence, he provides personalized strategies, leads educational workshops, and advocates for financial literacy—empowering others to build a stable future with confidence.
10+ Years in Financial Services
Leo has spent more than a decade in financial services, guiding clients with clarity, care, and a strong understanding of how to build lasting security.
1000+ Trusted Clients and Counting
Helping over 2,000 people secure peace of mind—and we’re just getting started.
National Life Group Diamond Club Producer
Recognized as a Diamond Club Producer by National Life Group, Leo’s dedication to excellence has earned him national distinction in the industry.
Certified Living Benefit Specialist
As a Certified Living Benefit Specialist, Leo empowers individuals and families to access life insurance solutions that offer protection when it’s needed most—not just at the end of life.
What Our Clients Say
Get in Touch

Let’s Talk About
Your Future

Upcoming Events & Workshops

Learn how to plan, protect, and prepare with confidence.

Stay informed with expert-led sessions that help you plan, protect, and prepare for the future.
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Financial Education Seminar
7595 Irvine Center Dr #120 Irvine, CA 92618

How To Win The Money Game – Irvine

Strategies to grow your money, save more money, & outpace inflation in this new economy.

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Financial Education Seminar
1000 Lakes Dr #170 West Covina, CA 91790

How To Win The Money Game – West Covina

Strategies to grow your money, save more money, & outpace inflation in this new economy.