Leadership
Premium financing: Empowering you to protect what matters most.
Truckee Financial Group is a specialized agency that focuses on providing clients with top-notch services in Life Insurance, Annuities, and Tax-Free retirement planning. Our ultimate goal is to enlighten our clients and help them find the best possible solutions available in the marketplace by partnering with top insurance carriers.
Being an independent agency provides us with the flexibility to offer customized plans using over 20 highly-rated insurance companies. We take pride in our ability to offer clients the freedom to select what works best for them.
Our team of well-trained and educated agents is dedicated to answering your questions, providing quotes, and designing customized plans that suit your needs.
Our leadership is guided by our founder and CEO, Matias Leiva, an immigrant from Argentina. Matias discovered the insurance industry right after completing high school. In 2006, while attending Sierra College in Rocklin, CA, he began selling life insurance. Matias pursued further education in Finance and Business Law, and he saw the opportunity to expand our agency nationwide, helping our clients gain access to our services virtually.
We Look Forward To Serving You
At TFG, we strive to provide you with a financial transformation that aligns with your goals and aspirations. By having a clear path and starting with the end in mind, we can create a plan that works best for you. Our unique approach of working backwards ensures that we design the best plan tailored to your specific needs.
Join hands with Truckee Financial Group today, and experience a comprehensive and personalized approach to financial planning.