Leverage PlanningReviews of leverageplanning.com

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

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!

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.

Carly was outstanding. Knowledgeable, responsive, and professional. She prepared different variations of annuities for me to consider.

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.

They did great every step of the way and I apprecia

I called Breann at first as an informational call. I had been thinking about an annuity for a balanced retirement portfolio and I wanted more information on a fixed predictable (no stocks!) income for my investment and to balance out my other investments. I spoke with her at length and she provided me with excellent information on the safety of the particular annuity I chose, she answered every question with knowledge and gave me the pros and cons of each one. I initially thought this was a research call but I ended up buying the one she recommended as it filled all the boxes I was looking for. She also gave me a sense of security with this annuity as she explained that policyholders are typically protected by state guaranty associations. All in all I found her to be very reliable and knowledgeable and easy to do business with. I am a person who typically asks a lot of questions, and Breann came through with flying colors!

I did extensive research before buying my annuity. And the most knowledgeable person I dealt with was Rhett Stubbendeck from Leverage Planning. He was very accurate and always returned with answers to my questions very quickly. Returned emails and phone calls promptly. My annuity payments have started and are exactly what Rhett told me they would be. I would have no qualms dealing with him again in the future and will refer anyone who asks about annuities to him!