Susan Hoang, RFC

SusanFinancialAdvisor.Com

  • 2114 Senter Rd |
  • Suite 2 |
  • San Jose, CA 95112


Map and directions

Welcome to LivingBenefitAgency.Com 

Protecting Families. Safeguarding Assets. Securing Lifetime Income.

LivingBenefitAgency.Com was established to expand the trusted financial services we have provided individually since 1999. With thousands served across California and now serving Washington, Texas, and Georgia, we help families protect what matters most with clear, customized financial and insurance solutions.

We specialize in Affordable Health Insurance, Living Benefits Life, Medicare Advantage, Hybrid Long Term Care, Retirement Income Planning, IRA/401(k) Rollovers, Executive Benefits Plan for small business owners and more. We simplify personal finance through customized strategies designed to protect families, safeguard assets, and create lifetime income.

Free Life Guides

Valuable information and guidance for a variety of life events.

Financial Concepts

Simple explanations for otherwise complex financial issues.


Business Strategies

Strategies for the financial well-being of your business.


Financial Worksheets

Help put your "financial house" in order with these financial worksheets.


Financial Calculators

Check out these handy financial calculators today!

Inspiration

Quotes and articles help your attitude or as "food for thought."


Important Links

Links to sites are provided as a courtesy with no representation as to the accuracy of information contained therein. We assume no liability for the content and you assume total responsibility and risk for use of these sites.


Life Happens

Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.

Smart About Money

Learn more about life events and financial decisions from Smartaboutmoney.org created and maintained by the National Endowment for Financial Education.

Resource Center

Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs