Smart Financial Planning
for Every Stage of Life.
Peace of mind starts with the right coverage. Our customizable life insurance plans are built to support your family’s future — no matter what tomorrow brings.
Our Commitment to You
- Fast, Hassle-Free Quotes
- Proven Client Satisfaction
- Decades of Experience
Our Services
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.
- Family Protection
- Income Replacement
- Final Expenses
- Guaranteed Income
- Tax-Deferred Growth
- Retirement Stability
- Home Coverage
- Loan Security
- Peace of Mind
- Home Coverage
- Loan Security
- Peace of Mind
- Education Savings
- Tuition Planning
- Tax-Efficient Growth
- Future Planning
- Income Strategy
- Tax Advantages
- Rollover Support
- Retirement Maximization
- Tax-Deferred Transfer
- Exit Planning
- Ownership Transfer
- Legacy Protection
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.
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.
2000+ 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.
Daniel Foster
COO, Horizon Retail Group
Scaling our business felt overwhelming until we partnered with this team. They conducted a thorough market analysis, identified growth opportunities, and helped us expand into three new markets without disrupting our operations.
Their structured, step-by-step approach made the entire process seamless, and their insights continue to shape our long-term success.
45%
Revenue Growth After Expansion
Maria Sanchez
CEO, TAX Com
We were struggling to streamline our operations and keep up with demand. Working with this team changed everything. They assessed our workflow, pinpointed bottlenecks, and implemented smart systems that saved us hours every week.
Their strategic guidance didn’t just fix problems—it empowered our team to perform at a whole new level. We’re now more efficient, responsive, and ready to scale.
30%
Cost Reduction Through Process Optimization
John Wolfar
CEO, Credi Goo
Before we connected with them, our digital presence was inconsistent and lacked direction. Their team took the time to understand our brand, refined our messaging, and rolled out a cohesive strategy that elevated our online visibility.
The results were almost immediate. Engagement grew, conversions followed, and we finally feel aligned with our audience.
3x
Faster Market Expansion with Our Growth Strategy
What Our Clients Say
Get in Touch
Let’s Talk About
Your Future
Have a question or a plan in mind?
Fill out the form and let’s talk about how we can support your goals from life insurance to retirement and beyond.
Schedule a Free Consultation
Insights & News
Practical Advice, Timely Insights, and Results That Matter
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