Leverage PlanningLeverage Planning is a virtual, full-service retirement planning firm serving clients in all 50 states. We work with pre-retirees and retirees who have spent decades building their savings and now want a clear, coordinated plan for the next chapter.Most people approaching retirement don't need another product pitch. They need answers to real questions: Will my money last? How do I minimize taxes? What happens to my spouse? How do I handle healthcare costs? Is my estate in order?We bring it all under one roof - investment management, retirement income planning, tax coordination, estate planning support, Medicare guidance, and insurance and annuity solutions. Everything is delivered virtually, so you can meet with your team from your kitchen table instead of driving to an office.We're built on a simple idea: retirement planning should feel less like managing a portfolio and more like having a team that handles the whole picture.
Leverage Planning (leverageplanning.com) has 46 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Daniel P.
I was not familiar with annuities and how they work. Breann did a wonderful job of walking me through the process. She also looked at my needs and advised me based on my own situation the best route to take with the annuity. I would definitely work with her again.
Angie
knowledgeable and they represent different companies which gives you many different options. They have your best interest in mind. The products they presented to me were awesome and I am getting the return on my investment once a month as promise. I believe you need annuities as part of your portfolio since it is very safe and who knows what the market will do tomorrow.
Philippe B.
I am writing to express my sincere appreciation for Breann's exceptional support. The entire process was executed flawlessly, and all expectations were met with precision. Thank you for your invaluable assistance; it was greatly appreciated.
Kevin
Breann was very helpful, knowledgable, and helped me find an annuity that fit best for my situation.
James
I had originally called an annuity broker a few years ago to ask about the risks of an annuity. I had been keeping my savings in CDs. The first person I talked to couldn’t answer my question, but Rhett was able to give me knowledge about how annuities work and gave me some specific fixed-rate annuities to choose from.
Craig B.
Carly was very helpful in selecting the right products, always prompt in answering questions and moving the process along, and didn’t flinch when we had to change plans a bit because of a mistake I made. I would work with her again.
Rumina S.
Excellent service by Breanne
Another satisfied customer in W.
We had a great experience with Breann. She was helpful, knowledgeable, and patient and followed through when we needed assistance or updates. We received quick and thorough answers to our questions. The online application process was clear and presented few problems.
