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
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.

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.
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.
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.
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Insights & News

Practical Advice, Timely Insights, and Results That Matter

Explore our latest articles for expert guidance, current industry trends, and real-life stories designed to help you make informed decisions about life insurance, retirement planning, and financial protection.