FINANCIAL CONSULTANT /
LIFE INSURANCE RETIREMENT PLANNING SPECIALIST
After spending more than 10 years in this industry, I’ve gained a profound understanding of the importance of my work. My passion for this industry has grown stronger over time. Through the services we provide and the financial knowledge we impart to our customers, we have the ability to safeguard families financially and assist clients in preparing for a more comfortable retirement. Above all, my goal is to share the importance of financial literacy with as many individuals as I can, particularly focusing on children, women, and members of the LGBTQ+ community.
I am dedicated to providing tailored solutions that protect families from financial instability and preserve their financial legacies. My commitment to promoting financial literacy goes beyond the basics, as I strive to educate individuals on proper financial planning, savings strategies, and building generational wealth.
If there comes a time in the future when you’re interested in joining me on this mission, or if you know of anyone who might share the interest, please feel free to direct them my way.
Customer Feedback from Google
Our Process Is Simple
1. CONNECT WITH US
Contact us to set up a time to discuss your needs.
2. GET A NEEDS ANALYSIS
Review all your needs with us, including your health history, financial situation and plans for the future.
3. GET COVERED
We will propose tailored solutions to fit your needs and guide you through the application process.
Services
Committed to helping you achieve
"Financial Security & Peace of Mind"
Life's journey is full of big moments – starting your career, retiring, and everything in between. Think of us as not just financial experts, but as companions walking this path by your side. We'll keep an eye on your progress and give you tips to keep your financial journey smooth and worry-free.
No matter where you are on this journey, whether you're just starting or almost there, we're committed to making it stress-free. Let's put those puzzle pieces in place and create the stress-free financial future you deserve.
WEALTH PRESERVATION
Whether you are planning for your grandchildren or family beyond the last frontier of life, we are here to help you preserve and keep your money in the family.
INFINITE BANKING
Infinite banking is a clever financial strategy that transforms a cash value life insurance policy into your very own "personal bank." Instead of borrowing money from a traditional bank, you can take loans using the cash value in your policy. Plus, your insurance policy keeps growing, allowing you to build and manage your cash flow effectively.
COLLEGE SAVINGS
We can show you ways to save for your children’s education or college fund that provide more flexibility and potentially more benefits than a standard 529 Plan.
RETIREMENT PLANNING
Our team can offer you a range of options to help you save for retirement, such as different types of IRAs, simple 401k plans, and insurance avenues. Our goal is to provide you with a secure retirement outlook and a solid game plan that aligns with your unique financial situation and long-term goals.
LIFE INSURANCE SOLUTIONS
Our expertise lies in providing a wide range of Life Insurance solutions, including Permanent protection, Term Life insurance, Cash Value Insurance plans, mortgage protection, generational wealth transfer, Tax-Shelter, and many more. Our goal is to help you choose the right insurance plan that fits your individual needs and offers financial protection to you and your loved ones.
401k/403b/TSP ROLLOVERS
Are you considering rolling over your retirement portfolio to a new investment or savings account? Or are you leaving your job and unsure about what to do with your retirement portfolio? Our expert team is here to guide you and present you with a range of options that align with your unique financial situation and long-term goals. Contact us today to learn more.
BANK FINANCE
LIFE INSURANCE
A strategy that provides you the opportunity to add up to 3 times more money to fund a cash accumulating life insurance policy. Your contributions and the policy provide the security needed to obtain the loan and your participation is easy.
BUSINESS OWNER RETIREMENT PLANS
If you are a successful business owner seeking a retirement funding opportunity, or evaluating your existing retirement plan, we can help.
FINANCIAL EDUCATION & COACHING
On a mission to equip people of all ages, particularly the younger generation, with the knowledge & guidance they need to foster greater financial well-being.
FINANCIAL SECURITY & PEACE OF MIND!
Expert Insights: Powerful Video Advice for Wealth Building and Retirement Planning
Our Blog
Latest Blog & Articles
A Financial Platform for LGBTQ+ elders
WHY LIFE INSURANCE RATES ARE OFTEN LOWER FOR WOMEN
Creating a Financial Plan for Your LGBTQ+ Family
Financial Planning Checklist For LGBTQ Families
Investing with Social Responsibility: How to Align Your Investments with Your Values
How retirement planning differs for the LGBTQ community
The Financial Benefits and Challenges of Same-Sex Marriage
Looking for Financial Solutions that Work
for You and Your Future?
Linda Le (Hoài Thương)
Lic #: 0H37389
(213) 279-6789
LindaLegacy6789@gmail.com
2900 S. Harbor Blvd. Ste.225
Santa Ana, CA 92704
