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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing46 approved reviews, newest moderated first
Joseph D.
The advisor at Leverage Planning was professional and looked at best options for our GYA needs. The securing of annuity contracts was done in a reasonable time. There is opportunity for Leverage Planning to go more digital in completing administrative and asset transfer paperwork which required some back and forth communication. Overall a good experience and would consider Leverage for future GYA needs.
Phil
I worked with Carly Smith who was very helpful with explaining the different options on growing my retirement. She is quite knowledgeable, informative and a pleasure to work with
Dean H.
Worked with Carly Smith in transferring funds from an existing annuity company and setting up four new annuities spread across four other companies. Carly did a fantastic job coordinating the movement of a considerable amount of money and ensuring it was done properly and complied with current tax rules. She also facilitated the smooth set up of the new annuities at four separate companies. A lot of moving parts and Carly did an outstanding job, thank you so much!
Datrucks
The whole process of purchasing my MYGA's was smooth, efficient, and transparent. From the initial contact to a few after purchase questions. I worked with Breann Urban who's very knowledgeable and pleasant.
DALE
It is always so helpful speaking with Leverage as you decide which annuity to invest in and why. I truly wouldn't go to anyone else. Once the company is chosen, Leverage will work with them to guarantee as smooth a transaction as possible between customer and company. The one issue of concern for me is the length of time between application completion and notification of transaction completion where there is no further communication of any kind. I realize that that period of time is out of the control of Leverage and that they have no control over the company processing the transaction. However, some reassurance during what was a month's wait would have gone a long way towards earning that fifth star!
SkiDuck
Carly was outstanding. Knowledgeable, responsive, and professional. She prepared different variations of annuities for me to consider.
Juan Camilo D.
Working with Leverage and Rhett to set up my annuities was an excellent experience. He really listened to what I needed and went the extra mile to find the best rates that matched my specific financial goals. Rhett was patient, clear, and transparent throughout, making sure I understood every step. His attention to detail and commitment to finding personalized solutions made the entire process smooth and reassuring. I'm very pleased with the results and genuinely appreciate his efforts. If you're looking for someone trustworthy and dedicated to guiding you through your financial decisions, I highly recommend Leverage and Rhett.
Ashley M.
They did great every step of the way and I apprecia
