Leverage PlanningReviews of leverageplanning.com

Leverage Planning is an exceptional company with a knowledgeable, trustworthy, and helpful team.

I worked with Breann Urban, who spent the time to thoroughly explain my options and the pros and cons of different annuities. She was personable but not the least salesperson-like. Unlike other financial institutions I have worked with recently, she was prompt, professional and knowledgeable. My experience with Leverage was excellent.

good followup

I recently worked with Leverage in the purchase of an annuity. It was a very painless process, and the investment vehicle that I selected was explained in detail. Am happy with the choice of an annunity, and now I don’t panic with the crazy market moves that happen every time the orange wannabe king opens his mouth.

I am happy to provide feedback regarding Breann Urban. I'm not exactly sure how we came in contact. I think I may have just responded to some kind of search regarding fixed rate annuities. That said, I am either fortunate or lucky as Breann has provided great customer service, timely response to queries, access to quality products that meet my needs. If I am able to purchase additional annuities in the future, she will be my first point of contact. I've also mentioned Leverage to a few acquaintances as well.

Rhett at Leverage has handled several investments into fixed annuities with various insurance companies. He is knowledgable of the pertinent information and has handled the process smoothly each time.

I participated via Zoom on Annuities with Leverage Planning on 1/22/2016. The presentation was very well planned & presented. It reinforced what I had learned previously and reassured me of my decision to choose Rhett Stubbendeck with Leverage Planning for my FIA with LIR for my retirement income which I finalized last Oct. 2025. Great job!

Outstanding in every way! Terrific customer service. Breann found the best policy, answered all my questions, and guided me through every step of the application process. I had called several other companies before contacting Leverage. Leverage is head and shoulders above the rest. Leverage has my highest recommendation!